Reference #: 1759 Overview

When you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly, a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us. Wanting the absolute best for our associates means more than just competitive pay. It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality. Responsibilities

The purpose of this role is to provide administrative, clerical, and sales support for the credit union's Investment Services Group with the goal of providing exceptional customer service to members, associates, and the community at large. The role works closely with the Wealth Advisor to provide the administrative support needed to accomplish their work and enhance the overall efficient operation of the group. A portion of the work involves confidential matters that require a high degree of discretion on the part of the assistant. The position exists to provide support to the Wealth Advisors.

The Investment Assistant position provides administrative support services, works with a team and completes other work assignments as requested. The role will provide administrative, organizational, and infrastructure support to Wealth Advisors by preparing reports, presentations, correspondence (including memos, e-mails, meeting notes, overnight courier packages, etc.), and other written material from oral instruction and written communication. The role will also respond to calls, written requests, and direct inquiries for general information from clients, members, and associates and monitor and follow up with individuals to ensure that all information requests and/or task assignments initiated are completed. In addition, the role will track and responds to referrals from all sources as directed by the associated Wealth Advisor(s) and provide feedback and coaching to associates on the referrals they make. Finally, the role will help prepare information for client reviews/meetings. This may include utilization of resources to prepare presentations to demonstrate portfolio performance and asset allocation breakdowns/comparisons. This role regularly requires teamwork with various personnel in the credit union; and specifically, the branch personnel. There is no direct revenue or cost management responsibility. However, the position does affect the credit union's profitability and member satisfaction through efficient and accurate completion of the role and has a significant impact on client satisfaction and the revenue generating ability of the business unit. Finally, the role will maintain compliance to all credit union, NCUA, broker dealer, agency, FINRA policies and regulations. This is a 100% onsite opportunity based out of our Walnut Bottom branch.

SKILLS: * Strong organizational, analytical, time management and problem-solving skills and sufficient expertise to organize details * Ability to respond to calls, written requests, and direct inquiries for general and project specific information and prepare reports, presentations, correspondence and other written material from oral instruction and written communication * Proven ability to take independent action on assigned tasks and prioritize work in multifaceted environments that simultaneously work with various departments and customers * Ability to work with various personnel on unrelated projects involving multiple tasks and deadlines, specific deliverables, and expected tangible outcomes * Familiarity with industry contact management software

PREFERENCES: * None

CORE COMPETENCIES: * Effective knowledge * Accountability and self-management * Teamwork and leadership * Communication * Innovation and problem-solving

WORKING CONDITIONS/PHY ICAL DEMANDS: * Ability to communicate effectively in English, both orally and in writing * Visually able to perform activities such as preparing and analyzing data and figures, viewing a computer terminal, and extensive reading * Ability to sit for extended time periods * Sufficient manual skill for operation of PC keyboard and other standard office equipment * Ability to travel, including occasional overnight travel * Ability to exert minimum amounts of force occasionally to lift, carry, push, pull or move objects Qualifications

2-4 years of related administrative and clerical support experience working in the financial services industry; with a preference for direct investment services department experience About Us

At Members 1st, we look for individuals who will show up as their whole self because we value diversity, inclusion, and belonging, as well as people who believe in the philosophy of, WE>me. To be sure you align with our company mission, vision, values and culture reference the information below. Company Culture is at Our Core If there is one concept, we want you to understand about us, it is this. WE. It is a simple little word but means everything here. We think as one. One faM1ly. One community. One place where everyone belongings. Everything we do is in the best interest of all of us. What WE Believe Our Missions: WE serve our members, associates, and communities through support, empowerment, and meaningful relationships. Our Vision: WE are growing our faM1ly by delivering everything they need to live well financially, through all life's moments and milestones. Our Values: WE deliver unparalleled experiences through a culture of WE. WE > me. WE are servant leaders- at work and in the communities we serve. WE are financially safe and sound stewards of members dollars. WE are faM1ly. Company Perks: Quick Reference *Competitive compensation with career growth opportunities, job security, annual increases and bonus potential *Nationally recognized 401K with up to 10% company match that helps you prepare for your future *A multitude of benefits and incentives to stay mentally and physically healthy *Associate Tuition Assistance - WE may help cover the cost for your continuing education courses or degree *Affordable cost sharing arrangement for three different medical plans, dental plan and vision plan *11 paid holidays and plenty of paid time off for life, vacations, staycations, and rest *WE commit to providing a healthy work/life balance - to support all the other parts of life that are important to you *WE cover visits to our confidential Employee Assistant Program for many difficult situations that life may throw your way *With faM1ly always in our forefront, we offer Paid Parental Leave (for both mothers and fathers) to help support your time off to bond with your new child *Make an impact through volunteering with one of our local charities or enjoy networking with our members at a local community event *WE provide a strong commitment to our associates with our dedication to providing professional development, leadership training & coaching opportunities *Opportunities to plan events, enhance recognition programs, network, and connect with other associates (both virtually and in-person) by joining or leading one of our four established Associate Resources Groups (ARGs) *Women in Leadership *Diversity, Inclusion and Belonging *Care Connections *PEER (Peer Experience, Engagement and Recognition) *Mandatory fun? Yes, please. Enjoy team building, special events, and our faM1ly atmosphere Join a company that gro