Elevations Credit Union
Financial Services
RegisteredAdministrativeAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
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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