What are the responsibilities and job description for the Client Services Assistant Landmark position at Landmark Credit Union?
JOB REQUIREMENTS: At Landmark Credit Union, we succeed by putting people
first - and that starts with you. Our culture of inclusion and
collaboration enables us to support our members\' financial wellbeing,
positively impact the communities we serve, and help our associates grow
their careers. Bring your authentic self to work as part of an
organization where you\'ll feel valued for your unique qualities, are
enabled to reach your full potential, and are recognized for your
contributions to our success. We strive to ensure you feel empowered to
grow and succeed, while also feeling valued and taken care of, as we all
do our part to put people first. We invite you to learn more about this
and other opportunities at Landmark Credit Union. NATURE AND SCOPE This
position reports to the VP, Landmark Investment Center. The Landmark
Investment Center (LIC) works with members to providing advice,
strategies, and investment solutions. This position provides
administrative and operational support to the LIC Financial Advisors.
Responsible for assistance and coordination of all activities related to
member service, scheduling, processing of paperwork and facilitation of
business development events. This position will have direct contact with
Members, Salespersons And Other Professionals. REQUIREMENTS 1. High
school diploma and a minimum of three years of experience supporting
Financial Advisors and clients the investment management industry.
Equivalent combination of education and experience will also be
considered. 2. Must have experience or be able to gain proficiency in
all programs and systems used for this job. 3. Must possess excellent
verbal and written communication skills, problem solving skills,
organizational skills and the ability to work independently. 4. Must
have a thorough understanding of industry policies and procedures as
they relate to this position. Must understand and comply with all job
related state and federal laws and regulations. PRINCIPAL
ACCOUNTABILITIES 1. Responsible For Member Onboarding Coordination,
including assisting with proposal generation, preparing new account
paperwork, opening accounts, transitioning new assets to the Landmark
Investment Center and establishing a member communication plan. 2.
Initiates and completes all transactions required to service member
accounts including paperwork, correspondence and member request
fulfillment. 3. Enter security orders including stocks, bonds, fixed
income, options, annuities, and other investment vehicle orders per
Financial Advisors\' instructions. 4. Monitors pending account paperwork
with LPL and fund/insurance companies. 5. Proactively review and
identify investment opportunities notifying Financial Advisor(s) to take
action on those opportunities. This may include funds available/money
line, maturing securities and previous days\' activities. 6\.... For
full info follow application link. EO/AA Employer; including veterans
and individuals with disabilities \*\*\*\*\* APPLICATION INSTRUCTIONS:
Apply Online: ipc.us/t/F3AD57C9019E468E
first - and that starts with you. Our culture of inclusion and
collaboration enables us to support our members\' financial wellbeing,
positively impact the communities we serve, and help our associates grow
their careers. Bring your authentic self to work as part of an
organization where you\'ll feel valued for your unique qualities, are
enabled to reach your full potential, and are recognized for your
contributions to our success. We strive to ensure you feel empowered to
grow and succeed, while also feeling valued and taken care of, as we all
do our part to put people first. We invite you to learn more about this
and other opportunities at Landmark Credit Union. NATURE AND SCOPE This
position reports to the VP, Landmark Investment Center. The Landmark
Investment Center (LIC) works with members to providing advice,
strategies, and investment solutions. This position provides
administrative and operational support to the LIC Financial Advisors.
Responsible for assistance and coordination of all activities related to
member service, scheduling, processing of paperwork and facilitation of
business development events. This position will have direct contact with
Members, Salespersons And Other Professionals. REQUIREMENTS 1. High
school diploma and a minimum of three years of experience supporting
Financial Advisors and clients the investment management industry.
Equivalent combination of education and experience will also be
considered. 2. Must have experience or be able to gain proficiency in
all programs and systems used for this job. 3. Must possess excellent
verbal and written communication skills, problem solving skills,
organizational skills and the ability to work independently. 4. Must
have a thorough understanding of industry policies and procedures as
they relate to this position. Must understand and comply with all job
related state and federal laws and regulations. PRINCIPAL
ACCOUNTABILITIES 1. Responsible For Member Onboarding Coordination,
including assisting with proposal generation, preparing new account
paperwork, opening accounts, transitioning new assets to the Landmark
Investment Center and establishing a member communication plan. 2.
Initiates and completes all transactions required to service member
accounts including paperwork, correspondence and member request
fulfillment. 3. Enter security orders including stocks, bonds, fixed
income, options, annuities, and other investment vehicle orders per
Financial Advisors\' instructions. 4. Monitors pending account paperwork
with LPL and fund/insurance companies. 5. Proactively review and
identify investment opportunities notifying Financial Advisor(s) to take
action on those opportunities. This may include funds available/money
line, maturing securities and previous days\' activities. 6\.... For
full info follow application link. EO/AA Employer; including veterans
and individuals with disabilities \*\*\*\*\* APPLICATION INSTRUCTIONS:
Apply Online: ipc.us/t/F3AD57C9019E468E
