Financial Services Administrative Assistant

Job Overview

As the Financial Services Administrative Assistant you will assist the Dupaco Financial Services (DFS) department in a support capacity, greeting members, assist with scheduling appointments, working with clients, client files, performing data entry, supports other team members with a variety of task.  

You’ll be:

• Provide quality service to members, potential members and coworkers.
• Demonstrate teamwork and professionalism in all interactions with coworkers.
• Promote a professional image of the credit union at all times.
• Greet members in reception area, direct them to appropriate financial advisor or other personnel.
• Track credit union sales, DFS referral from staff, and approval of referrals.
• Assist as needed with DFS seminars.
• Distributing information and brochures to clients, as required.
• Assist as needed with setting up and maintaining accurate client files.
• Performs filing, faxing, scanning and correspondence as needed.
• Answer telephone and direct members and clients regarding various servicing issues.
• Utilize Redtail CRM.
• Direct client inquiries in a timely fashion to the appropriate Financial Advisor.
• Prepare and understand the Asset Listings/Asset Allocations Software.
• Process Financial Advisor reports/review letters to clients.
• Ordering supplies/prospectus’.
• Develop and maintain Monthly call sheet by making calls in a timely manner at the direction of the Financial Advisor.
• Maintain knowledge of products offered through Dupaco Financial Services and Dupaco Credit Union.
• Perform other duties as assigned.

You’ll need:

• High school diploma or equivalent.
• 1+ year of administrative assistant or equivalent, preferred.
• Basic knowledge of financial products/services preferred
• Excellent written and verbal communication skills for both internal and external credit union communications and relations.
• Strong organizational skills with the ability to prioritize work assignments as necessary