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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!
Full Time
$51k-63k (estimate)
06/10/2024
06/23/2024
ceocypruscu.com
Riverton, UT
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