IRIS Coordinator I

Job Details

Level

Entry

Job Location

Kenworthy Branch - El Paso, TX

Position Type

Full Time

Education Level

High School

Salary Range

$15.60 - $19.50 Hourly

Job Shift

Day

Job Category

Admin - Clerical

Job Description

Part of the of Insurance, Retirement, and Investment Services (IRIS) team and provides coverage to various engagement centers throughout the city.

The Insurance, Retirement, and Investment Services (IRIS) Coordinator position requires supporting the advisor in all tasks and responsibilities related to income generating activities. The coordinator is responsible for providing administrative support to the licensed Insurance Retirement Investment Services (IRIS) Financial Representative and administers the IRIS Financial Services marketing plan. Responsible for performing a broad variety of IRIS services such answering questions regarding Credit Union's products and services for members / non-members. Also responsible for cross-selling credit union services and assists or refers members / non-members with any questions or concerns that arise. Ensures that appointments are set up and confirmed for designated Financial Representative including share certificates maturing and annuities coming out of surrender.

Job Qualifications

EDUCATION / CERTIFICATION :

High school diploma or equivalent.Ability to complete LPL Career Academy within one (1) year of employment.

EXPERIENCE REQUIRED :

One (1) year of financial institution experience required.