Investment sales assistant

Job Title: Investment Sales Assistant

Primary Location: Grand Rapids, MI or Estero, FL

Employee Status: Full-Time, Hourly

Estimated Hours/Week: 38

Remote: No

% of Travel for the Position: 10%

What You’ll Get: (note varied offerings based on role and hours)

• Weekly Pay
• Comprehensive Health & Wellness package including Medical (with prescription coverage), Dental, and vision
• Matching Health Savings Account Contributions, Dependent Care flexible spending account (FSA)
• Retirement options like 401 (k) with company match and pension.
• Paid time off: Vacation, Personal days, paid holidays, paid volunteer time, sick days, & flex time.
• Tuition reimbursement
• To see a full list of our benefit offerings – check out this helpful guide!
  
  

About this position:

The Investment Sales Assistant role will be responsible for providing a broad range of administrative support and reports to the MaxWealth Management Service Manager. This position will support and serve as a liaison and support all of the sales force understanding client/member service is a top priority.

What you’ll do:

• Computes amounts to determine cash position of various accounts and prepares vouchers to transfer funds needed to meet payments due. Computes amounts such as cash balances, dividends, gain or loss, and other investment data to verify accuracy of records and to reconcile discrepancies. Distributes investment income to various accounts according to budgeted percentages to compile investment journals.
• Reviews statements of transactions, such as purchases and sales of securities; compares items with records to verify accuracy; enters details in journals.
• Responsible for 3 client events, all marketing materials, vendor selection and all the details that are involved while maintaining budget guidelines.
• Responsible for Onboarding all new clients / members. Maintaining complete and accurate files to meet NASD and FDIC audits, preparing documents and process account deposits as required, setting up meetings and all that is required when onboarding a client.
• Responsible for all agency phone calls averaging 18+ calls per day responding to appointment needs, problems / issues, questions, explanation of paperwork, RMD’s etc. to ensure member / client satisfaction.
• Responsible for tracking, reporting and analyzing all branch referrals. Will also be responsible for all programs and promotions as required.
  
  

What You’ll Bring:

• Three years or more of similar or related experience, including preparatory experience.
• A two-year college degree or completion of a specialized course of study at a business or trade school
• Excellent written and verbal communication skills
  
  

Who We Are:

We’re proud of our past, thrilled with our present, and couldn’t be more excited about our future! Lake Michigan Credit Union has grown to become one of the largest credit unions in the nation with our headquarters in West Michigan.

As a credit union, LMCU is a not for profit institution, owned by its members, instead of corporate stock holders. We are accountable directly to our members, and they directly share in our success – benefitting by lower and fewer fees, better savings and checking interest rates, lower cost mortgages and a host of other advantages that simply don’t exist at traditional banks.

It’s about always doing what’s best and right for our members - it guides everything we do.

From friendly, knowledgeable and professional employees who greet you by name, to offering stellar value at every turn, LMCU works for its members.

Working with LMCU you can grow and advance in your career and work with talented teams that help you become better each and every day. As an employee you can have confidence in knowing your work is having an impact by supporting our mission of serving our members’ lifetime financial needs.

You’ll be encouraged to innovate and excel and we're committed to your empowerment as an employee, providing ongoing training, development, support, and opportunities for you to achieve your career goals.

Have additional questions about the role?

You may email us at: [email protected] .

If you lack access to the internet or internet connectivity, or have a disability that hinders your ability to apply online, please choose one of the following options to obtain assistance:

Call us at: (616) 242-9790

Mail your resume to: 5664 Prairie Creek Drive, Caledonia, MI 49316

Please Note: These options are reserved for use by individuals requesting an accommodation as a candidate. Information received via these options will be routed to our HR team, who will provide appropriate assistance to facilitate the completion of LMCU’s online application.

LMCU is an Equal Opportunity Employer