Admin Representative MIIS

Description

PAY GRADE: 23N

PAY RANGE: $21.97 - $39.27/hour

DEPARTMENT: Member Insurance & Investment Services

Experience the difference with Educational Employees Credit Union, the largest credit union in the Central Valley. Known for its outstanding member service, EECU promotes a positive work environment and supports employee well-being with a competitive benefits package, including a 6% employer contribution to 401k. In 2025, EECU received the Gold Award for Best Credit Union and the Silver Award for Best Place to Work in The Fresno Bee's 2025 Best of Central California People’s Choice Awards.

The Administrative Representative for EECU Member Investment Services is responsible for providing specialized administrative support to assigned Investment Representative(s), including account processing and follow up, field incoming client calls, and filing investment and insurance documents. Will report directly to their assigned Investment Representative(s).

Duties For This Position Include

• Scheduling member appointments using the credit union appointment scheduling system (Coconut), provide client servicing duties (i.e.: account changes/update, withdrawals, contributions, etc.), handle all system assigned client phone appointments, and ensure investments are processed within required broker/dealer established timeframes
• Processing completed investment and/or insurance applications
• Ensure all client documents are uploaded into broker/dealer’s electronic client file system in a timely manner
• Assisting in employer sponsored functions including the annual meeting, financial workshops, and member investment workshops
• Preparing reports, hypotheticals, correspondence, and memos
• Work and professionally communicate with all mutual fund sponsors, insurance companies, and broker/dealer employees on a daily basis
• Maintain compliance with investment industry regulatory requirements
  
  

Requirements

Some of the requirements for this position are:

• Must obtain notary license within six months
• Strong computer skills (Word, Excel, etc.) in order to utilize various software programs
• Ability to work independently, self-disciplined/motivated, and member service oriented
• Ability to work with branch employees and managers as well as executive level managers
• Although the primary reporting location will be at our Barstow branch must be able to travel to assigned EECU branch locations, as needed
• Knowledgeable and up to date on the various investment account types and associated details to remain in compliance with tax and regulatory requirements
• Take and pass the FINRA Securities Essentials (SIE) exam, and obtain the Series 6 and 63 security licenses within 12 months of being in the position. May also be required to obtain a CA Life Insurance license
• Must successfully pass the regulatory background check and the broker dealer’s (LPL) screening process
• Credit check required
• Clean DMV record