• Financial Services Coordinator

    Posted Date 4 weeks ago(3/25/2018 2:26 PM)
    ID
    2018-1586
    # of Openings
    1
    Job Locations
    US-NV-Carson City
    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 Coordinator.

     

    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 Coordinator

     

    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 Advisor

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