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Administrative Assistant for Investment Services

Company: Provident Credit Union
Location: Redwood City
Posted on: October 13, 2019

Job Description:

Help people achieve their financial goals!

Provident Credit Union is looking for an Administrative Assistant to support our Financial Consultants and the Investment Services Department. This position will report to the AVP of Investment and Insurance Services.

Make it happen.

The ideal Administrative Assistant will not only be responsible for administrative support, but also have a willingness to learn, be resourceful and independent, and thrives on providing exceptional service. They should possess excellent organizational skills, the ability to effectively handle multiple priorities and a strong work ethic.

If you love working with a range of responsibilities including providing customer service to clients, liaising with third-party companies, researching, and more, please apply! Find out more about us at http://www.providentcu.org

This may be just the position for you. Advance your career, experience and expertise; work in a collaborative environment that values your knowledge; reach more people and help them achieve financial stability and success.

Preferred Skills and Experience:


  • Some College is preferred but not required.



    • Two years of office/administrative and financial services experience.



      • Intermediate to Advanced Microsoft Office Suite and proficiency with contact management software.



        • Excellent written and verbal communication skills



          • Proficiency with Microsoft Office software, as well as financial planning and investment research software



            • Licences: FINRA and California insurance Licensing preferred

              Here' s what you can expect day to day:


              • Use your ability to work well under pressure, adapt, prioritize and multitask in client focused environment.



                • Understands and adhere's to BSA & OFAC policies and procedures.



                  • Maintain accuracy of data and enter and update to various applications.



                    • Provide service and problem resolution to new and existing clients.



                      • Support the department with various projects and be part of an amazing team!

                        Provident is an Equal Opportunity Employer

                        We are a winner of the Bay Area News Group Top Work Place in 2018. Check us out on Glassdoor

Keywords: Provident Credit Union, San Francisco , Administrative Assistant for Investment Services, Administration, Clerical , Redwood City, California

Click here to apply!

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