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Registered Investment Services Assistant at CEFCU - ApplyBlast

Registered Investment Services Assistant

CEFCU

3 months ago

3.5 on Glassdoor

Peoria, IL

Onsite

Full Time

Junior

0 applicants

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About this role

This role supports Financial Advisors by assisting with customer service, trade execution, complex problem resolution, and marketing to enhance member satisfaction and investment service efficiency. The position requires maintaining specific financial licenses, performing discount brokerage functions, and providing high-quality experiences for both internal and external members.

Responsibilities

Assist Financial Advisors with customer service and trade placement
Resolve complex member problems and support marketing initiatives
Perform discount brokerage functions and maintain required licenses
Provide high-quality member experiences for internal and external clients
Back up the Investment Services Support Team as needed

Skills

Qualifications

Illinois Life/Health Insurance LicenseFINRA Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSeries 63 License

About CEFCU

cefcu.com

Headquarters

Peoria, Illinois, United States

Company Size

501-1000 employees

Founded

1937

View Profile

CEFCU (Citizens Equity First Credit Union) is a member-owned credit union headquartered in Peoria, Illinois, offering a full range of personal and business financial services. Their offerings include checking and savings accounts, home loans, vehicle loans, credit cards, personal and student loans, as well as investment and insurance products. CEFCU operates under the motto 'Not a Bank. Better.' and is committed to delivering competitive rates and community-focused financial services.