Are you passionate about investment services and embody the values of credit unions? Are you seeking a career with a respected financial institution that offers camaraderie, professional growth, and advancement opportunities? If so, read on!

At Cyprus Credit Union, we believe our future is as bright as our team. To attract and retain top talent, we offer competitive pay, comprehensive benefits, opportunities for advancement, career development resources, and a work-hard/play-hard culture. We value diversity, community volunteering, and reducing our carbon footprint.

Compensation and Benefits

As an Investment Services Operations Specialist, you will receive competitive pay based on experience and qualifications, with opportunities for bonuses and incentives. We also offer comprehensive benefits to both part-time and full-time employees, including:

Health, dental, life, and vision insurance plans

401(k) and retirement savings plan

12 paid holidays

Paid day off for your birthday

PTO starting from day one

Additional PTO for community volunteering

Competitive tuition reimbursement

Cyprus Credit Union was named one of the BEST credit unions to work for in 2020, 2021, 2022, and 2023 due to our "Most Loved" atmosphere.

Position Purpose

The Investment Services Operations Specialist is responsible for the daily operational needs of the Investment Services Department. This role involves assisting the Investment Services Program Manager and Field Advisors, processing members' investment service needs, and performing tasks such as new account applications, check deposits, ACH disbursements, referral calling/follow-up, database organization, and other tasks as assigned.

Essential Functions and Basic Duties

Daily Tasks:

Assist Investment Program Manager and Field Advisors

Liaise with advisors, LPL Financial, insurance companies, and vendors

Provide phone and office support

Process deposits, ACH transfers, checks, and claims

Print and mail statements, tax documents, and financial plans

Assist with compliance duties

Track referrals and follow up with members

Schedule appointments

Weekly Tasks:

Create and maintain databases

Follow up with branches

Fulfill weekly member service needs and follow-up requests

Ensure compliance with regulations

Develop relationships with broker/dealer support staff

Work on regulatory licensing and continuing education

Learn broker/dealer trading and service systems

Monthly Tasks:

Visit branches to promote Investment Services

Provide updates and training

Attend departmental meetings

Update knowledge and provide training

Review / create monthly reports as directed

Share best practices with staff

Qualifications

Skills/Abilities:

Excellent communication with members and advisors

Well-organized and able to prioritize tasks

Ability to work independently and manage projects

Flexible and willing to take on new tasks

Committed to obtaining necessary licensing within designated time frames

Experience:

1-5 years in brokerage operations or advisor assistance preferred.

Knowledge:

Understanding of investments, economics, financial markets, credit union products, and brokerage operations

Proficiency in Excel, Word, and Outlook

Education/Certification:

College degree in finance, economics, or related field preferred (or pursuing degree)

FINRA Licensing preferred (or obtain Series 7 and 66 within 1 year of hire)

Utah State licensing for Life/Health/Annuity preferred (or obtain within 1 year of hire)

Join us at Cyprus Credit Union and grow your career with us! Apply now!