Investment Services Assistant Trainee

External

Cefcu · Peoria, IL

Full-timeOn-site2w ago

ComplianceLessMentoring

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Benefits

FinancialMerit-based raisesHealth and WelfareGenerous paid time off (Holiday, Personal or Sick Time, Vacation)Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)Health Savings AccountVoluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan, Identity Theft & Fraud Protection Plan, Legal Plan)Life InsuranceAccidental Death & Dismemberment InsuranceDisability BenefitsDefined Benefit Plan - PensionDefined Contribution Plan - 401KAdditional BenefitsEmployee Assistance ProgramTuition reimbursementCareer growth through internal job postingsManagement Development Program: formal mentoring and trainingOpportunities to help improve and build the CEFCU of tomorrow through process teamsOpportunities to personally contribute to corporate financial literacy and community initiativesCasual days to support local charitiesEmployee discounts on entertainment, cell phone plans, theme park tickets, and moreOn-site fitness center, fitness classes, and wellness programHealth insuranceDental insuranceVision insurance401(k)Paid time offFlexible schedule

Additional Information

Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU! CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team! Actively pursues and obtains required licenses. Transitions to Registered Investment Services Assistant upon attainment of required licenses, not exceeding seven months. If candidate fails testing, they are not eligible for a position in the Investment Services department - normal HR job fail procedures would apply. Provides the highest quality member experience, for both internal and external members. Hours: Monday - Friday 8:30 a.m. - 5:00 p.m.Required: - 0-2 years' administrative assistant or member service experience. - Associates Degree in a business-related field. - Must obtain Life/Health Producers Insurance license and Financial Industry Regulatory Authority (FINRA)- Securities Industry Essentials (SIE), Series 7 and Series 66, or Securities Industry Essentials (SIE), Series 7, 63, and 65 or Series 7, 63, and 66 licenses within seven (7) months or less of and be able to complete continuing education/testing requirements as needed to maintain professional licenses. - Must possess a current, valid driver's license, an acceptable driving record, and personal vehicle insurance. - Must be fingerprinted and pass FINRA's background checks. - Must sign Broker-Dealer's Registered Representative Agreement. Preferred: - Knowledge of both investment and insurance operations including products, terms, suitability, and compliance aspects. - Meeting or exceeding established sales, referral, and up-sale goals. - Professional experience in securities/insurance industries. - Bachelor's Degree. - Bilingual, Spanish preferred. Summary Pay Range The anticipated starting pay range for this position is $17.05 - $20.04. The pay range listed represents the anticipated starting range for a successful candidate. Final compensation will be based on factors such as experience, skills, and qualifications. Please note that salary is only one component of total compensation at CEFCU.

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