/* Investment Coordinator : */

Investment Coordinator

Our client, University Federal Credit Union is a strong, healthy member-owned, not-for-profit cooperative based in Austin, Texas. At UFCU, the focus is on people, not profits. We strongly believe that fair and honest products, along with outstanding customer service, are what have made UFCU Austin’s largest locally-owned financial institution, including a full-service branch in Galveston.

Valentine & Associates is currently seeking outstanding candidates for a role as Investment Coordinator. This is an excellent opportunity for the right candidate who would like to shine behind the scenes assisting a Financial Advisor who is building sound financial plans, making investment recommendations and placing trades for customers. In return, the chosen candidate will enjoy a competitive compensation and outstanding benefits package and a team-oriented and fun work environment.

Specific responsibilities:

• Under direction of Program Manager, assist Investment Advisor in the management of client relationships including:
o Gathering and maintaining accurate and appropriate portfolio/account data
o Accurately entering trades per direction of Investment Advisors
o Responding to client inquiries in a timely and courteous manner

• Under direction of Program Manager, prepare, update and maintain a variety of marketing and informational materials including bulletins, emails, invitations and presentation materials for sales presentations and client meetings.

• Assist Investment Advisor in meeting sales goals by:
o Preparing and maintaining accurate prospective client data
o Scheduling and confirming client meetings
o Proactively filling calendar for Investment Advisor
o Preparing and maintaining sales activity related reports
o Attending all seminars presented by Investment Advisor and provide administrative support

• Perform general administrative duties such as answering phones and taking messages, preparing documentation and maintaining files, managing inbound and outbound mail and handling travel arrangements.

• Demonstrate good teamwork and leadership in building trust with internal members and other departments by treating others with respect and displaying a “what can I do to help” attitude.

The ideal candidate will possess:
• 5+ years of related experience required
• Strong organizational skills and multi-tasking abilities
• Strong communication skills – able to demonstrate both verbal and written skills with all levels of the organization
• Credit union experience desired but not required
• High school diploma or equivalent required. College degree in related field is preferred.
• Demonstrated skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Experience with trading platforms
• FINRA Series 7, 66 and/or 65 required
• Life and Health Insurance licensed highly desired
• Bilingual in Spanish highly desired
• Note: Must be bondable.

UFCU benefits include:

Paid Time Off
10 company paid Holidays
Health, Dental, Vision and Life Insurance
Short Term and Long Term Disability
Flexible Spending Account
Educational and Fitness Reimbursement
Employee Assistance Program
Employee Loans at 1.5% rate

Please send resumes to Terri Bishop at terri@ValentineandAssociates.com


There Is 1 Response So Far. »

  1. Job got filled. Thank you to everyone who applied!

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