Investment Services Administrative Coordinator

Starting pay range: $25.00 - $30.00

Location: Lane County, OR - On-site Work Environment

OCCU is here to enrich lives. We do this by hiring tenacious, humble, and big-hearted individuals who are driven to work hard; contribute to an outstanding member experience; support their community through volunteering and advocating for community needs and are dedicated to their own individual growth and development.

As an Investment Services Administrative Coordinator, you will perform and coordinate administrative functions in support of the OCCU Investment Services Program as a highly effective support professional with excellent human relation and communication skills.

Every Day You Will

• Consistently demonstrate alignment with OCCU vision and values.
• Maintain a professional environment and create a positive first impression. Must possess a high level of confidentiality and professionalism.
• Serve as a resource and information contact for Investment Services team and OCCU staff and members.
• Serve as a liaison between Investment Services and internal departments, providing staff with information and cross-selling support for Investment Services. Assist in generating referrals from staff through staff recognition and referral contests.
• Execute independent decisions within established guidelines and perform a full range of administrative services.
• Communicate and coordinate with other administrative staff to ensure practices and procedures for the department are consistent and executed effectively.
• Coordinate Member Educational Seminars. This includes coordinating advertising material requests; venue reservation and logistics; member registration and confirmation; vendor payment support; and results tracking.
• Maintain knowledge of Investment Services and OCCU systems to process all issues in a timely manner. Must be able to correctly code and input sensitive data including deposits into systems daily.
• Coordinate daily appointment scheduling and servicing of new and existing members.
• Open new accounts and make changes to existing accounts with new accounts and service forms. Prepare files for new members/clients, input member information into database system.
• Create sales and service opportunities by setting appointments with existing clients for the Financial Advisors.
• Assist with standard client requests such as checks, asset transfers, address changes,
• ACH setup, and Account View.
• Review all incoming correspondence and assign matters requiring action to the appropriate person.
• Maintain and manage member files and records with scanning and data entry to LPL software in accordance with LPL compliance requirements. Coordinate and execute special projects and support responsibilities as directed.
• Conform to and support the maintenance of industry regulatory requirements.
• Develop and manage spreadsheets to track vital information for the IS department.
• Assist in coordinating RMD Distributions for clients with Financial Advisors and Member Relations Support.
  
  

To Thrive In This Role, You Must Have

• A minimum of two years of demonstrated administrative/clerical and customer service
• experience is required.
• Two or more years of relevant work experience in administrative support functions with Microsoft Office Suite programs such as Word, PowerPoint, Excel and Outlook is required.
• Experience working in a financial institution or Investment Services field is preferred.
• Strong Microsoft Office skills required.
  
  

Qualified candidates for this position will have the relevant education and experience necessary to perform the essential functions and meet the minimum performance expectations for this position with or without accommodation.

OCCU Offers a Robust Compensation And Benefits Package Including

• Low-cost medical, dental, and vision insurance available.
• 401(k) retirement plan with employer match.
• Paid time off in addition to 12 paid holidays.
• Tuition reimbursement for eligible education and training.
• Company-paid long-term disability.
  
  

OCCU is an Equal Opportunity Employer.