Currently, we have an immediate opening for an Licensed Sales Assistant to join our team. The Licensed Sales Assistant is responsible for providing high level administrative support which includes general office administration, phone support, meeting scheduling, assigned projects and provides service support for all investment related products to the Financial Advisor and Program Manager.

Primary Responsibilities:

• Handling customer relation issues to assist in both the retention and acquisition of assets under management.
• Prioritizing client/prospect contacts to maximize sales efforts.
• Making outbound calls pertaining to warm leads to schedule appointments. This also includes fielding telephone calls, assisting members, and directing visitors.
• Coordinating all events such as educational and marketing activities to increase awareness of FFCU’s investment services.
• Updating and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards.
• Performing other administrative duties such as handling mail, preparing reports, and providing support of to the tracking of referrals of products and services, etc.

Basic Qualifications:

• Education: High school diploma or GED.
• Licenses/Certifications: Series 7, 63, and 65 or 66 licenses; Bondable through CUSO Financial Services, LP.
• Previous administrative assistance preferably within the financial services industry.

Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at careers@firefirstcu.org.