Investment Operations Associate

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

Position Overview:

The Investment Operations Associate plays a crucial role in supporting the operational functions within CUIS, ensuring the smooth execution of financial transactions and procedures. This entry-level position requires little to no prior investment experience and involves closely supervised work. The incumbent will assist in maintaining accurate records, processing daily transactions, and contributing to the overall efficiency of CUIS’ operations by following written procedures and policies.

Essential Responsibilities:

• (30%) Perform data entry tasks accurately and efficiently to facilitate investment account transactions, including deposits, withdrawals, and transfers.

• (30%) Update investment account client information records, ensuring information is current.

• (15 %) Assist in reconciling discrepancies in investment account records and documentation, ensuring accuracy and compliance with regulatory standards.

• (15 %) Prepare and review documents to be imaged for required retention periods.

• (10 %) Daily management and processing of mail correspondence.

Required Education & Experience (Knowledge, Skills, & Abilities):

• High School Diploma or GED

• 0-2 years of experience

Preferred Education & Experience (Knowledge, Skills, & Abilities):

• Associate’s in business, Finance or Economics

• 0 – 2 years of experience

• Proficiency in MS Office applications, particularly Excel and Word 

• Strong attention to detail and accuracy in performing investment account transactions 

Job Environment & Physical Requirements:

• Hybrid

• Office setting with physical proximity to other employees and members. 

• Some background noise from other employees, copy machine, and telephone. 

• Some local travel may be required. 

• Answer and operate a telephone.

• Sitting for prolonged periods

• Computer for prolonged periods

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

Disclaimer

State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.