Overview

As an investment assistant you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange‑traded funds, and structured products. You drive results, handle special information requests, promote and sell specialized products in line with unit objectives and strategies, and ensure member/client satisfaction and service quality. You analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers.

Responsibilities

• Provide administrative assistance in compliance, budget monitoring, and management of administrative staff for a large branch or a group of branches.
• Serve as a resource for all employees on policies, procedu...