What are the responsibilities and job description for the Portfolio Management Assistant position at Beehive Federal Credit Union?
Job Description
To support the Beehive Investments and Insurance Department, you will be responsible for processing paperwork, maintaining records, assisting with financial transactions, updating member information, and collaborating on various projects as assigned. You will also engage in needs-based selling.
To support the Beehive Investments and Insurance Department, you will be responsible for processing paperwork, maintaining records, assisting with financial transactions, updating member information, and collaborating on various projects as assigned. You will also engage in needs-based selling.