What are the responsibilities and job description for the Financial Services Assistant - FT position at Veridian Credit Union?
This position will split their time between 2 locations; Ankeny and West Des Moines.
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Application deadline: March 11th, 2025
Locations: 1201 South Ankeny Blvd. Ankeny Main & 5910 University Ave, West Des Moines.
Summary
The Financial Services Assistant supports LPL Financial advisors in each region. The position handles a variety of administrative duties and client servicing, such as scheduling appointments, for the advisor.
Essential Functions
*Representatives throughout the job description will refer to representatives of Veridian Investment Services, the Financial Services Department, and Manager of Financial Services.
- Assist the Financial Services department including Veridian Investment Services Representatives with client servicing (beneficiary updates, address changes, questions on acct., account changes, etc.). Screen calls for Representatives and handle client questions and servicing issues when qualified. Be an additional source for clients.
- Assist members and Veridian Investment Services Representatives with requests such as but not limited to: Required Minimum Distribution, death claims, etc.
- Assist Veridian Investment Services Representatives with VCU IRA and CD requests.
- Schedule and confirm appointments from branch referrals, direct mail, and annual reviews for Veridian Investment Services.
- Process paperwork as needed for the Representatives.
- Review all submitted paperwork for accuracy and completeness before submission. Follow up with Representative, client, or home office to obtain necessary documentation.
- Establish and maintain client files to meet compliance requirements.
- Assist in marketing mailings, branch promotions, and seminars.
- Assist Representatives in preparing information for client meetings.
- Monitor Representative's office for any marketing material, office supply, or compliance material needs.
- Collaborate with LPL Financial compliance to maintain a compliant office, paperwork, and submit all marketing requests to LPL Financial compliance for approval.
- Assist Representatives with staff presentations and staff training at branch meetings.
- Learn and internalize Financial Services and Veridian Investment Services programs and websites as needed.
- Assist Financial Services with back office reports and daily Certificate of Deposit jobs.
Key Attributes
- Oral and written communication skills.
- Member service focus.
- Attention to detail and accuracy.
- Positive attitude that supports a team environment.
- Dependable and punctual; flexible during peak times.
- High level of confidentiality.
- Organizational skills.
- Self-motivated; ability to work without close supervision.
- Problem solving; analysis.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:
- Occasionally lift and/or move items over 10 pounds.
- Remain sedentary (seated) for extended periods of time.
Working Conditions
This job operates in a professional office environment and routinely uses standard office equipment.
Travel
Limited travel expected.
Required Education and Experience
- High School Diploma.
- Fluent computer skills in a Microsoft Office environment. Must include Word and Excel.
- Working knowledge of products, terms and functions related to Financial Services and Veridian Investment Services' Financial Advisors.
Other Duties
Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
