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Posted: Sunday, February 4, 2018 5:29 PM

Job Description
CREDIT UNION OF NEW JERSEY, who has been voted one of the Best Places to Work in New Jersey for the past 6 years, and is a not:for:profit financial cooperative serving over 40,000 + members, is seeking a confident, highly motivated, dependable Part:Time Investment and Insurance Coordinator to become part of our incredible team
This position plays an important role in identifying the financial needs of the member and recommending a product or service that meets the members need. Under supervision, and in accordance with existing procedures and systems, provides administrative support to the investment and insurance program and registered representatives. The coordinator must interact with members and be knowledgeable about brokerage operations while acting as liaison between registered representatives and the member.
Responsibilities include, but not limited to:
Handling phone calls, scheduling appointment, fielding client questions, initiating action, and forwarding appropriate information to registered representatives.
Performing administrative functions, including typing correspondence, coordinating mailings, maintaining files, ordering supplies, and scheduling meetings and conference calls.
Assist with preparing and transmitting brokerage paperwork.
Monitoring and reporting investment and insurance activity.
Providing support and coordination for seminars.
Marketing and promoting the insurance and investment programs to credit union employees and members.
Coordinating employee incentive based for referrals.
Acting as liaison between registered representatives and members; must interact with members and be knowledgeable about brokerage operations.
Completing data entry in the Client Relationship Management database, reviewing data for accuracy, and identifying and resolving errors.
Maintaining all required compliance files.
Performs such other duties as might be assigned.
Minimum Requirements:
Associates degree (A.A.) plus two to three years related experience as office coordinator; or equivalent combination of education and experience.
Must be able to work a varied part:time schedule of up to 20 hours per week Monday:Friday.
We are an Equal Opportunity Employer
Company Description
CREDIT UNION OF NEW JERSEY, who has been voted one of the Best Places to Work in New Jersey for the past 6 years and is a not:for:profit financial cooperative serving over 40,000+ members.

Source: https://www.tiptopjob.com/jobs/77913267_job.asp?source=backpage


• Location: South Jersey, trenton

• Post ID: 53676792 southjersey
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