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About Our Ministry – National Covenant Properties (NCP) is a church extension fund, which operates as a
financial ministry affiliate of The Evangelical Covenant Church denomination. NCP provides investment products
to members of Covenant churches and offers lending solutions for local congregations as they seek to expand
their facilities and ministries.
YOU INVEST. WE LEND. MINISTRY GROWS.
Summary
The Investment Services Representative will be the front-line communications specialist to resource members and
affiliates of the Evangelical Covenant Church as they inquire about investment and borrowing solutions with NCP. A
qualified candidate will be knowledgeable of IRAs, HSAs, and Certificate of Investments and will have experience or
ability to learn basic accounting principles. This role will advance NCP’s mission by ensuring excellent service and
support to our account holders, borrowers, and colleagues.
Essential Functions
phone or email communication.
communication. This position is the first point of contact for NCP account holders.
accounts; open new accounts, process IRA contributions, loan payments, and daily deposit.
portal. Produce and distribute new investment letters, and general customer investment information.
tasks.
appropriate NCP employee.
and products to be used in marketing and communication efforts.
presentation/binders, meeting logistics and hosting, etc. in support of office operations.
professional development opportunities (some skill development opportunities may require minimal
travel).
Requirements:Education and Experience
Required: Bachelor’s degree in business, economics, finance or accounting OR equivalent combination of education
and experience. Knowledge and experience in customer service, credit union; banking; and lending industry. High
proficiency in computer and internet technology. Experience in or ability to learn basic accounting principles
Preferred: 2-3 years in a support role, including experience in an office environment with heavy telephone and
email customer service capabilities. Must currently hold or be able to pass Series 63 Securities exam (within 90
days of hire date).
Skills
Environment Conditions
Able to work well in a professional office setting, occasionally working evenings and weekends. Must be versatile
and able to work for prolonged segments sitting or standing. Must engage frequently with office tools and
equipment, such as: computer, copier, phone, web-conferencing equipment, cell communication, printers,
calculators, scanners, etc. Must be able to occasionally lift or move items less than 35 lbs.
Full Time
$79k-107k (estimate)
03/07/2024
07/03/2024