Executive Sales Assistant

KCU
Any Location, WA
Category Customer Service
Job Description
Kitsap Credit Union is hiring a full-time Executive Sales Assistant to work out of our corporate office in Bremerton. The position is responsible for sales and administrative support to financial advisors, responding to client inquiries, monitoring accounts, and entering trades as requested.

Requirements

  • Research, follow-up, and resolve client inquiries and problems
  • Assist with phone calls to prospects and clients, schedule client-related appointments, and coordinate client mailings/invitations
  • Place equity, mutual fund, and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian system
  • Prepare and ensure new business paperwork processes
  • Act as liaison between branches and investment services team
  • Coordinate marketing activities for investment services program
  • Conduct audits and reports ensuring the department is compliant with state, federal, and local governments
  • Coordinate and submit commission and expense reports
  • Receive and sort mail; deposit checks at both KCU and other financial institutions
  • Stay up to date on continuing education courses as required

Benefits

  • Free onsite parking
  • Annual time off and sick time accrued
  • 11 paid holidays
  • 1 Personal Floating Day
  • Medical, Dental, Vision, Short- and Long-term Disability, Life and AD&D Insurance
  • Employee Assistance Program
  • Choose from a PPO medical plan or a High Deductible with a Health Savings Account
  • 3% KCU funded Safe Harbor Contribution to your 401K
  • KCU will match up to 2% of your 401K contributions
  • All 401K contributions are 100% vested
  • Potential annual incentive in all roles within Kitsap Credit Union
  • Tuition reimbursement
  • 8 hours of paid volunteer time off
  • Discounts on KCU's products and services
  • Enjoy unlimited ORCA transit access through KCU for less than $45 a year—your cost as an employee
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