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Licensed Financial Advisor Ass...
Our expanding subsidiary of our international financial services institution is seeking a Licensed Financial Advisor Assistant. An incumbent in this position assists members with servicing issues; assists department with client related, technical or procedural queries and/or projects; provides administrative support to department. Complies with broker/dealer and UNFCU policies and procedures; and performs related duties as assigned.
An incumbent in this position must possess a working knowledge of the best investment practices and techniques, including excellent member service skills, updated knowledge of Investment Centre technology, recordkeeping and administrative support. Excellent written and oral communication skills are essential. This position requires the ability to operate a personal computer, organize work, set priorities, interpret investment centre policies and make sound decisions within limits of authority, and communicate/interact effectively with UNFCU managers, employees and members both verbally and in writing. A typical way of obtaining the knowledge, skills and abilities required for this position is having some college or at least two years experience in a financial services environment; Series 7, 63 and life insurance license required; strong knowledge of Microsoft Office and excellent customer service skills.
The United Nations Federal Credit Union is dedicated to serving the people who serve the world® by enriching the lives of its members.
Since 1947, UNFCU has advanced into a truly international service-oriented institution that has grown exponentially in terms of membership, assets, employee programs, innovative product offerings and technology.
The United Nations Federal Credit Union is dedicated to serving the people who serve the world by enriching the lives of its members. By embracing diversity UNFCU strives to support a multicultural workforce that reflects our diverse membership and creates an environment in which diversity is valued. Through learning about our differences and encouraging diversity, UNFCU will triumph in fostering universal understanding and communication in the pursuit of organizational success. Our diversity, openness, continual learning development and trust have helped us align our core values with that of our stakeholders – the UN community.
The power of our values, as we indeed live them, is their ability to guide and inspire us to even higher levels of service excellence. In achieving success together, UNFCU has earned a positive corporate reputation as our member surveys, location expansions in Europe and Africa, as well as numerous industry awards attest.
Our employee benefits are second to none, and include comprehensive medical, dental and vision; 401k with dollar for dollar matching contributions and immediate vesting; tuition reimbursement; company paid life & disability coverage; and flexible spending accounts to name a few!
UNFCU is headquartered in a Class A, floor-to-ceiling glass fronted; environmentally up-to-date building in Long Island City, Queens with spectacular views of Manhattan and conveniently located near major transportation routes. Amenities include a full-service cafeteria and 3,000-square foot gym.
Equal Opportunity/Affirmative Action Employer
We Foster Diversity
Please visit https://career.unfcu.org for more information or to apply outside of Monster.