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Administrative Assistant

   Closing Date: Aug. 29, 2017

Employer:First Credit Union
Job Location: Phoenix - Maricopa County
Employment Type:Full Time


Delivering Financial Sunshine

First Credit Union is literally Arizona's first credit union! Since 1929, we’ve been dedicated to delivering quality products and services that help our members achieve financial success.
If you want to work in a culture committed to making a local impact with a focus on genuine service, become part of the First Credit Union team by applying for our Administrative Assistant opportunity at our Phoenix branch location.

As Administrative Assistant, you will provide highly skilled professional, administrative and marketing support to our Financial Service Advisor.


• Provide administrative support for Financial Advisor to include: scheduling appointments with members, analyzing, sorting, and delivering incoming mail, providing telephone coverage, typing memos and correspondence, and managing calendars.
• Process account documentation (Salesforce CRM, onboarding/subscribe, fund direct, etc.); maintain files to compliance standards; monitor incoming/outgoing transfers; process service requests to minimize advisor involvement.
• Increase participation in and usage of the Pershing Platform, e-docs, and e-checks, Salesforce CRM, as well as other technology solutions, to improve the overall work flow of the office and improve office efficiencies. Contribute to increasing usage of key technologies each quarter.
• Assist with seminar preparations. Assemble seminar packets, making room arrangements, keeping lobby materials well supplied and current.
• Provide assistance to and coordinate various marketing projects, including the referral program, mailings, newsletters, lobby displays and seminars and other events as requested. Consistently utilize on-line marketing tools. Assist in client appreciation events.
• Maintain member marketing lists ensuring that information is current and accurate.
• Responsible for obtaining appropriate licenses: FINRA Series 7, 66 securities, and Life and Health Insurance.
• Participate in staff meetings and attends other meetings, seminars or training.
Skills/ Requirements:


• Minimum of Associate's degree in marketing, communications or business and/or 1 year of related experience in marketing, communications or advertising, financial services or equivalent combination of education and related experience required.
• Proficient in Microsoft Office Suite, Outlook, Salesforce, Internet and ability to learn additional software packages.
• Service oriented mindset with high level of detail orientation.
• Strong written, verbal, interpersonal and analytical skills, including ability to interact effectively with vendors, members, employees and management.

At First Credit Union we take pride in offering you a professional, friendly, and cohesive working environment where you can grow and succeed while enjoying the satisfaction of helping others. We also offer competitive pay and superior benefits which include:

• Generous Paid Time Off (PTO)
• 10 Paid Holidays
• Medical and Dental Insurance
• LTD/AD&D/Life Insurance
• 401k Plan with Company Match plus an additional Retirement Plan funded by First Credit Union
• Special Recognition Programs
o Employee of the Quarter
o Co-worker Recognition Program
o Anniversary Incentives
o Furthering Education Recognition
• Professional Development Opportunities
• University of First Credit Union
• Employee Assistance Program
First Credit Union is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by law.

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