Financial Services Coordinator

3 weeks ago
ID
2017-1443
# of Openings
1
US-NV-Reno
Category
Member Service/Support
Type
Full-Time (40 Hours)

Overview

Greater Nevada Credit Union is looking for an enthusiastic individual to support our Financial Services Representative.

 

We are looking for an independent self-starter that demonstrates a high level of enthusiasm and energy. Applicants must be able to take ownership to be able to effectively convert employee referrals into financial planning appointments.

Responsibilities

  • Scheduling appointments with members
  • Analyzing, sorting, and delivering incoming mail and providing telephone coverage
  • Typing memos and correspondence, managing calendars and providing clerical support to assigned Financial Services Representative

 

Qualifications

  • Demonstrated proficiency in Microsoft Programs (Word/Excel/Outlook)
  • Excellent written and verbal communication skills
  • Proven ability to prioritize workloads
  • Strong independent worker
  • Detail oriented and possess strong organizational skills

 

 

 Desired Skills:

  • Experience supporting a Financial Adviser

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