Investment Associate/Registered Investment Associate

Job Description:

Join our Team as an Investment Associate/Registered Investment Associate!

As a member-focused credit union, we’re looking for new team members who have a desire to help others. Whether empowering people to reach their goals in person or behind the scenes, our employees share a commitment to creating meaningful relationships with our members and community. We’re also a fun place to work, and we offer competitive pay, professional development, and great benefits! To learn more about SELCO, view the full position description, and apply, please visit https://www.selco.org/join/careers!

We are currently looking for a full-time non-exempt Investment Associate/Registered Investment Associate to join our team! In this role, you will provide administrative support to SELCO Investment and Retirement Services and Investment Advisors. This position develops and supports client financial relationships with SELCO members utilizing non-deposit investment products including, but not limited to, securities and insurance.

This position will work onsite at one of our Eugene/Springfield branches in Eugene/Springfield, Oregon.  The Investment Associate/Registered Investment Associate is only eligible for in office/branch arrangements. The successful candidate will need to be available to work Monday through Friday between the hours of 8:30am and 5:30pm.

COMPENSATION

Base Salary:

• Investment Associate: The full salary range for the Investment Associate position is $22.00 to $31.15 per hour, with new hires generally starting between $23.55 to $26.60 per hour, based on relevant knowledge, skills, education, and experience.
• Registered Investment Associate: The full salary range for the Registered Investment Associate position is $24.20 to $34.30 per hour, with new hires generally starting between $25.85 to $29.25 per hour, based on relevant knowledge, skills, education, and experience.

Annual Incentive: In addition, all SELCO team members receive an annual incentive based on how well SELCO meets the prior year’s strategic business goals. This incentive is calculated using the team member’s prior year eligible earnings and ranges from 0%-12% (with the average payout over the last five years being 11.07%).

BENEFITS

Our team’s well-being is a priority, and we’re proud to offer a comprehensive and holistic benefits package for team members and their families.

• Medical, dental, vision, long-term disability, and life insurance
• 401(k) retirement plan (with guaranteed employer contributions)
• Paid time off for personal and volunteer hours, as well as 10 paid holidays per year
• Additional programs and benefits include wellness and educational reimbursements, an employee assistance program, discounted rates on select SELCO services, and more.

Check out our complete benefits list here!

POSITION DETAILS

Essential Functions include (please see the position description for a comprehensive list):

• Provide administrative support including answering calls, greeting and directing customers, distributing mail, ordering office supplies, and scheduling appointments.
• Facilitate and coordinate communications with clients, investment companies, and co-workers.
• Service client accounts including updating client information, assisting with withdrawal requests and other client forms, processing trade documents, responding to client inquires, re-registering investment accounts.

Required Skills and Abilities include (please see the position description for a comprehensive list):

• Exceptional customer service skills by using the GVAL-HI approach to providing service. Greet people. Value them. Ask how you can help. Listen. Help them. Invite them back.
• Ability to discover member needs to effectively cross-sell SELCO’s products and services.
• Effective communication and active listening skills through all methods of interaction (e.g. in person, via phone, and in writing).
• Strong computer and software skills, including Microsoft Office 365 applications.

Required Education and Experience for Investment Associate

• High school diploma or equivalent; and
• Bachelor’s degree in business-related field or equivalent related experience; and
• Investment experience preferred; and
• Must be bondable; and
• Must obtain the following within a specified period of time as outlined by management:
• Valid Oregon Insurance Life and Health License; typically within a four (4) week period
• Valid Securities Industry Essentials License; typically within a four (4) week period
• FINRA Registered Series 7; typically within an eight (8) week period
• FINRA Registered Series 63 and 65, or 66; typically within a five (5) week period
• Oregon Insurance Variable Lines License.

Required Education and Experience if Licensed for Registered Investment Associate

• High school diploma or equivalent; and
• Bachelor’s degree in business-related field or equivalent experience; and
• At least one (1) year of financial services experience; and
• Possess valid Oregon Insurance License, Life and Health, Variable Lines; and
• FINRA Registered Series 7, 63 and 65, or Series 7 and 66; and
• Must be bondable.