FINANCIAL ADVISOR ASSISTANT

Job Overview

Fort Financial Credit Union fosters a positive culture that prioritizes the well-being and development of its employees. Being a community-focused organization, we believe that investing in employees not only enhances individual health and potential, but it also contributes to the overall success of our organization and community.

The Financial Advisor Assistant plays a crucial role in supporting the Financial Advisor in their day-to-day operations, providing administrative assistance, client support, and ensuring a smooth workflow within the financial advisory department. The ideal candidate will possess a basic understanding of financial concepts, excellent organizational skills, strong attention to detail, a commitment to accuracy, and personable customer service. 

Job Type: Part-Time

Location: Fort Wayne, IN

Schedule: Business Hours Monday-Friday

Responsibilities:

• Assist with administrative tasks such as scheduling appointments, managing calendars, and handling correspondence.
• Prepare and process paperwork related to client accounts, transactions, and forms.
• Serve as a primary point of contact for client inquiries, addressing basic questions and concerns promptly.
• Assist in preparing and coordinating proposals/presentations.
• Assist with compliance-related tasks, such as preparing for audits and maintaining records.
• Stay updated on industry trends and any changes in products or services offered to clients. 
• Adhere to credit union policies and procedures to ensure compliance with regulatory requirements.

Skills & Qualifications

Required Skills:

• General experience and knowledge with computers and technological applications such as Excel.
• Ability to communicate effectively, multitask, and solve problems with sound reasoning. 
• Perform basic math functions such as add, subtract, multiply, divide, etc.  
• Extremely detail oriented and accurate when processing paperwork. 

Qualifications:

• Job Level: Entry Level
• Required Experience: N/A
• Preferred Experience: Customer Service, Sales, Clerical, and/or Finance
• Required Education: High School Diploma/GED or Equivalent 

Benefits:

• Education Assistance & Training/Career Development Programs
• Mentor Program
• PTO & 13 Paid Holidays
• Pension & 401k Retirement Plans
• Accident, Critical Illness, & Hospital Confinement Plans