South Carolina Financial Solutions (subsidiary of South Carolina Federal Credit Union) is currently seeking a Full- Time Investment Solutions Sales Assistant to join our team of outstanding professionals in the Charleston Metro Area.

Duties include but are not limited to:

• Enhance production levels of Investment Advisors by supporting the development of new accounts and relationships.
• Provide high quality service to existing members/clients and provide administrative and operational support.
• Manage educational program for financial centers staff to promote identifying investment prospects, engaging in appropriate conversations and how to turn prospects into qualified referrals.
• Provide the client with information pertaining to securities transactions in which client wishes to perform or is considering performing.
• Support the production of the Financial Advisor by servicing the needs of clients as well as performing tasks of a clerical and/or administrative nature to include:
  • Monitor Annuities coming out of surrender
  • Process required minimum distributions (RMDs)
  • Maintain accurate client contact records
• Contact potential and existing clients to enhance production and pipeline for Financial Advisors.
• Maintain an active prospect list and professionally correspond with clients or potential clients to build long-term relationships.
• Assist with managing Advisor pipeline to ensure there are no outstanding requirements to complete the sale.
• Assist with opening SC Federal IRA accounts as needed and maintain a strong working knowledge of IRA processes and regulations.
• Advise clients as to the status of orders, applications, and pending contracts as needed.
• Maintain NASD Compliant filing system with all records that are generated when investments are traded.
• Acquire and maintain a working knowledge of Investment CRM.
• Handle Back to Reps (BTRs) when appropriate.
• Responsible for researching and compiling relevant content for monthly Investment Solutions Newsletter.
• Support team and serve as backup to Investment Solutions Coordinator as needed.
• Communicate with clients in a positive manner both in person and/or by telephone.

Minimum requirements include:

• Possess a high school diploma or equivalent (GED).
• Possess a minimum of two years of similar or related experience within a financial service environment.
• Demonstrated ability to successfully perform duties with a high degree of accuracy and speed.
• Possess excellent verbal and written communication skills in order to communicate effectively with members and employees in person and by telephone/email.
• Possess advance proficiency working with Windows based programs and Microsoft Office applications, to include adept experience working directly with Excel.
• Possess the ability to quickly learn new system programs and applications.
• Possess direct work experience working with office equipment such as a printer, copier, scanner, fax, telephone, etc.
• Possess the ability to quickly learn new system programs and applications.
• Possess direct work experience taking initiative without being prompted with little supervision.
• Possess interpersonal skills and the ability to work well with others.
• Possess time management and organizational skills.
• Possess intermediate mathematical skills performing calculations involving adding, subtracting, multiplying, and dividing.

NOTE: Relevant military experience is considered for veterans and transitioning service men and women.

South Carolina Federal Credit Union is an Equal Employment Opportunity Employer.