Visions Wealth Management Administrative Associate- Endicott, NY

About Us

We're in the business of people helping people and you can help us change lives just by working here. Whether it's helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time - you have an impact on their lives just by working here, no matter what your position may be.

Work with us - and be part of something bigger than banking.

In exchange for your time and talents, we offer generous benefits. After all, you make us awesome, so we take care of you with things like...

• Pension Plan, 401k Plan with company match
• Excellent health benefits
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• 10+ paid holidays per year
• Lifestyle Spending Account stipend for wellness, caregiving, or personal expenses such student loans and tuition reimbursement
• Employee recognition program
  ...and more!

At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, regardless of race, ethnicity, gender, and any other differences. We strive to celebrate the diversity of our employees, as they are part of the fabric of this great credit union.

Title of Position: Visions Wealth Management Administrative Associate

Position Overview: As the Visions Wealth Management (VWM) Administrative Associate, you provide operational support to the Visions Wealth Management team. This includes client/member service, marketing correspondence, scheduling, and other administrative tasks. This role manages the Visions Wealth Management referral program, maintaining all systems and fielding employee or client inquiries. The VWM Administrative Associate will sustain account relationships through processing client or advisor requests related to their investment accounts and other various service-related needs.

Position Type: Full-Time. Typical shifts include Monday through Friday 8:00AM to 5:00PM.

Compensation Range: $20.00/hr. - $25.50/hr. *Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills*

Location: Position is On-site at McKinley Avenue, Endicott, NY.

At this time, Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position.

Responsibilities/Duties:

• Facilitate investment business to the appropriate company, process all file maintenance, and handle new account opening.
• Complete all back-office paperwork processing and documentation procedures.
• Aid Visions Wealth Management in program seminar and events, to include marketing and mailing efforts.
• Handle all client inquiries and communication via phone, email, and in person by finding a solution and fulfilling the need.
• Assist Financial Advisors with questions or requests concerning accounts and paperwork.
• Work with various investment groups in processing client transactions and resolving service-related issues.
• Maintain Visions Wealth Management referral program, to include the use of Credit Union and Wealth Management CRM systems.
• Assist in data analysis and report generation for the investment team.
• Keep client databases and records updated with Broker Dealer and Client Relationship Management systems.
• Assist in preparation of compliance documentation and regulatory reports.
• Adhere to all regulatory compliance policies and training assigned by Broker Dealer.
• Maintain confidentiality of all client information and comply with all industry rules and regulations.
• Provide departmental back-up coverage as needed.
• Respond effectively to changing ideas, responsibilities, expectations, trends, strategies, and other processes.
• Demonstrate a commitment to diversity, equity, inclusion, and belonging through continuous development, modeling inclusive behaviors, and proactively managing bias.
• Perform other duties needed to help fulfil our mission, drive our strategy, and support our organization's values.

Minimum Qualifications & Experience:

• High school diploma and 1-3 years of related experience.
• Proficient in the Microsoft Office Suite programs and standard office equipment.
• Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.

Preferred Qualifications & Experience:

• Associate degree preferred.
• Specialized knowledge in the investment industry.
• Preferred licenses: Series 6, Series 7 & Series 63 or L&H/P&C.

We're more than banking. You can be, too. #ClaimYourSeat