Administrative Assistant (Financial Advisor)-Part Time - First Commerce Credit Union

The Administrative Assistant (Part Time) provides support to one or more financial advisors performing a wide range of complex and confidential administrative and clerical duties for Six Pillars Financial Advisors.

Six Pillars Financial Advisors, LLC is in the business of providing financial planning, investment instruments, insurance services and advisory services.

RESPONSIBILITIES:

• Provides full range of administrative support to financial advisors.
• Screens and prioritizes communications, both external and internal.
• Prepares agendas, reports, presentations, and other important materials.
• Schedules and arranges meetings, travel and appointments.
• Acts as the administrative point of contact between the executives and internal/external clients.
• Undertakes the tasks of receiving calls, take messages and routing correspondence.
• Produces reports, presentations, and briefs, including board related documents and articles.
• Develops and carries out an efficient documentation and filing system.
• Handles advisors' requests and queries appropriately.
• Assists with meeting logistics when requested.

Other Responsibilities:

• Performs job duties in accordance with policies established by the Board of Directors under the rules and regulations set by the National Credit Union Administration, the State of Florida, and any applicable State laws for financial centers located in other States.
• Complies with Reg E, BSA, OFAC, and CIP requirements such as reporting suspicious or unusual activity to manager.
• Fully supports in actions and words First Commerce's Vision, Mission, Core Values, and Service Standards.

REQUIREMENTS:

• Full comprehension of office management systems and procedures.
• Excellent listening skills with attention to detail.
• Excellent communication skills - written and verbal.
• Strong computer skills and comfortable with multi-tasking in fast-paced environment.
• Ability to handle confidential information.
• Proven ability to learn a vast amount of information quickly and independently.

EDUCATION AND EXPERIENCE:

• Minimum of a High School Diploma or equivalent; additional post high school education or qualification as a personal assistant, preferred.

If you think you'd be a good fit, we'd love to see you apply!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.