Cuna Mutual Financial Advisor Assistant - Merck Employees Federal Credit Union in Rahway, New Jersey
CUNA Mutual Group is looking for a Financial Advisor Assistant to join a financial advising program located within Merck Employees Federal Credit Union.
Manage calendar for advisor, including scheduling and confirming appointments
Provide ongoing communications with existing clients by phone, email, and direct mail; process incoming mail
Establish weekly priorities with Financial Advisor
Manage multiple email accounts
Maintain accurate and compliant records, including tracking and documentation in the Contact Management System (Salesforce)
Coordinate meetings; attend and participate in monthly, quarterly, and district meetings
Prepare and process paperwork, orders, and payments; maintain compliance log
Build and Maintain Relationships:
Build and maintain relationships with Financial Advisor
Build and maintain relationships with credit union members and staff
Attend branch meetings, participate in branch activities and events
Represent CUNA Mutual Group in a professional manner to the credit union and members
Market the financial advising program to credit union employees and members through participation in Family Security Credit Union events
Acquire compliance approval for all marketing efforts
In collaboration with assigned advisors, provide organization, coordination, support, and event planning for seminars, client appreciation events, webinars, lobby days, etc.
Ability to build relationships, work well within a team environment, as well as work independently
Demonstrated ability to communicate with internal and external customers, and agencies, via telephone, in person, and in writing
Strong organizational skills, including the ability to prioritize work and meet deadlines
Excellent attention to detail and ability to be highly accurate
Strong computer/software skills, including previous experience with Microsoft Excel, PowerPoint, Word, and Outlook, web/teleconference software, and preferably Contact Management Systems (such as Salesforce)
CUNA Mutual Group’s insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.
Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.
For more than 80 years, CUNA Mutual Group has worked tirelessly to deliver product and service solutions that meet the unique challenges and needs of credit unions and their members. Our vision is unwavering: to be a trusted business partner who delivers service excellence with customer-focused, best-in-class products and market-driven innovation.
Discover for yourself the difference we can make for you.