Executive Sales AssistantKitsap Credit Union • Bremerton, Washington, United States
Executive Sales Assistant
Kitsap Credit Union
- Bremerton, Washington, United States
- Bremerton, Washington, United States
À propos
Kitsap Credit Union is a not-for-profit, member‑owned financial cooperative with more than 300 employees and 14 branches throughout Western Washington.
About the Role Kitsap Credit Union is hiring a full‑time Executive Sales Assistant to work out of our corporate office in Bremerton. This position is responsible for sales and administrative support to the financial advisors, responding to client inquiries, monitoring accounts, and entering trades as requested. The Executive Sales Assistant will also perform client servicing, records administration, and assist with new business initiatives as assigned.
Quick Facts
Reports to: Registered Representative
Employment Type: Full‑time, hourly, non‑exempt, in‑person
Salary Range: $28.29 – $34.09 per hour
Working Hours: Monday – Friday 8:00 a.m. – 5:00 p.m.
Bonus Target: 5% potential incentive of base pay
Grade: 7BC
Principal Accountabilities
Research, follow‑up, and resolve client inquiries and problems through effective interaction with clients, account custodians, professional consultants, and other staff in a timely and professional manner, escalating issues as appropriate.
Assist with phone calls to prospects and clients, schedule client‑related appointments, and coordinate client mailings/invitations, attending client meetings both in person and by phone as needed.
Place equity, mutual‑fund, and fixed‑income trades for brokerage clients, process money‑market movements or account maintenance at custodian system.
Prepare and ensure new‑business paperwork processes that may include preparing forms, obtaining appropriate signatures, preparing documentation and facilitating rollovers.
Act as liaison between branches and investment services team.
Coordinate marketing activities for investment services program.
Conduct audits and reports ensuring the department is compliant with state, federal, and local governments.
Coordinate and submit commission and expense reports.
Receive and sort mail; deposit checks at both KCU and other financial institutions, possibly driving personal vehicle.
Stay up to date on continuing education courses as required.
Qualifications and Education Requirements
High school diploma or GED.
Must register and provide fingerprints, pass a background check with the LPL Registration Department within the first 15 days in the position.
Two years of increasingly responsible administrative experience.
Preferred Qualifications and Education
Current FINRA Series 7, 63 & 65 or 66 preferred.
Supervisory Status This position does not supervise others.
Working Conditions This position will be required to work in an office environment with moderate noise levels, and, with or without reasonable accommodation, is required:
Must be able to remain in a stationary position for a minimum of 75% of the time.
Constantly operates a computer and other office productivity machines.
Occasionally ascends/descends stairs.
Constantly positions self in work environment.
The person in this position frequently communicates with peers, supervisors, vendors and employees to exchange accurate information and answer questions.
Must be able to detect objects at a distance.
On occasion will move up to 20 pounds of office objects.Works in an indoor office environment but expected to attend meetings in buildings that require travel in outdoor weather conditions.
Benefits
Medical, Dental, Vision, Short‑term and Long‑term Disability, Life and AD&D Insurance
Employee Assistance Program
Choose from a PPO medical plan or a High Deductible plan with a Health Savings Account
3% KCU funded Safe Harbor Contribution to your 401(k)
KCU will match up to 2% of your 401(k) contributions
All 401(k) contributions are 100% vested
Potential annual incentive in all roles within Kitsap Credit Union
8 hours of paid volunteer time off
Discounts on KCU's products and services
Unlimited ORCA transit access through KCU for less than $45 a year – your cost as an employee
Additional Information Please note: Kitsap Credit Union does not offer visa sponsorship for this position. Candidates must be legally authorized to work in the United States without current or future sponsorship.
Employment Conditions Employment is contingent upon satisfactory background check. Kitsap Credit Union is an Equal Opportunity Employer. All qualified applicants for employment will receive consideration without regard to sex, marital status, race, color, religion, national origin, age, veteran status, disability, genetic information, or any other protected status.
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Compétences linguistiques
- English
Avis aux utilisateurs
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