Administrative Assistant (Financial Advisors)

Part Time Opportunity

GENERAL SUMMARY:

The primary purpose of this position is to assist First Commerce in fulfilling our Vision To Be Our Member's Financial Partner for Life. This is achieved through delivering Remarkable Member Service as defined by our Service Standards as well as building and maintaining strong member relationships through identification of member's financial needs and effectively recommending appropriate products and services to meet those needs.

The Administrative Assistant provides support to one or more financial advisors performing a wide range of complex and confidential administrative and clerical duties for Six Pillars Financial Advisors.

RESPONSIBILITIES:

• Provides full range of administrative support to financial advisors.
• Screens and prioritizes communications, both external and internal.
• Prepares agendas, reports, presentations, and other important materials.
• Schedules and arranges meetings, travel and appointments.
• Acts as the administrative point of contact between the executives and internal/external clients.
• Undertakes the tasks of receiving calls, take messages and routing correspondence.
• Produces reports, presentations, and briefs, including board related documents and articles.
• Develops and carries out an efficient documentation and filing system.
• Handles advisors' requests and queries appropriately.
• Assists with meeting logistics when requested.

Other Responsibilities:

• Performs job duties in accordance with policies established by the Board of Directors under the rules and regulations set by the National Credit Union Administration, the State of Florida, and any applicable State laws for financial centers located in other States.
• Complies with Reg E, BSA, OFAC, and CIP requirements such as reporting suspicious or unusual activity to manager.
• Fully supports in actions and words First Commerce's Vision, Mission, Core Values, and Service Standards.
• Attends meetings timely and as required; reports to work as scheduled and adheres to First Commerce's dress code.
• Performs other duties as assigned.

REQUIREMENTS:

• Full comprehension of office management systems and procedures.
• Excellent listening skills with attention to detail.
• Excellent communication skills – written and verbal.
• Strong computer skills and comfortable with multi-tasking in fast-paced environment.
• Ability to handle confidential information.
• Proven ability to learn a vast amount of information quickly and independently.

EDUCATION AND EXPERIENCE:

• Minimum of a High School Diploma or equivalent; additional post high school education or qualification as a personal assistant, preferred.