Elevations Credit Union

Financial Services

RegisteredAdministrativeAssociate

$48–65k ~AI est. Boulder, Colorado, United States Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Registered Administrative Associate at Elevations Credit Union. Skills: FINRA Series 7, Financial Advisor support, Client satisfaction. Support Financial Advisors. Set appointments”

What You'll Achieve.

Increase productivity; Ensure smooth operations; Enhance client satisfaction

Industry & Context.

Financial Services
Eligibility Requirements

Personal smartphone required

What They're Looking For.

Must Have

High school diploma or equivalent, Five (5) years’ experience in financial industry, Experience supporting high producing Financial Advisor(s), FINRA Series 7 licensed, FINRA Series 66 or 65 license, State Life and Health Insurance Licensed

Nice to Have

Advanced degree in related field

What You'll Do.

Support Financial Advisors

Answer customer questions

Describe investment products

Handle new account paperwork

Enter customer information

Maintain FINRA compliant filing system

Provide information regarding specific products

Research securities transactions

Advise customers regarding order status

Handle customer funds and securities

Process electronic fund transfers

Train new staff members

Assist with internal projects

Assist with committee support

How You'll Work.

Team & Collaboration

Personnel in other departments

Communication Scope

Present information

Full Job Description

When joining Elevations, you can expect to work for a company with: A leadership team that strives to make this the best place you’ve ever worked! A focus on supporting our employees’ mental, physical, and financial well-being A commitment to diversity, equity, and inclusion recognized by the Denver Business Journal and Colorado Association of Realtors A highly engaged workforce devoted to innovation, continuous improvement, and collaboration A reputation for excellence, as evidenced by being a two-time recipient of the Malcolm Baldrige National Quality Award A passion for consistently providing amazing experiences and creating raving fans If you join our team, here are some of the perks you can expect: A competitive total rewards package with 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account Up to a 4% match on 401(k) contributions UP to twelve weeks of fully paid parental leave An extensive Employee Assistance Program that provides personalized care options for your whole household Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year Location: Elevations Credit Union - Table Mesa Branch Hybrid: Employees who are able to perform the essential functions of their jobs away from an Elevations location may do so with the expectation that they are onsite at least fifty percent of the time over a two-week pay period. Summary/Objective: The Registered Administrative Associate is FINRA Series 7 licensed and experienced in supporting Financial Advisors (LPL Financial Registered Representatives) to increase productivity, ensure smooth operations, and enhance client satisfaction. They handle routine client requests, research information pert

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