Overview
Administrative Assistant Jobs in Tucson, AZ at Hughes Federal Credit Union
Full Job Description
HFCU Services Admin Assistant
Job Summary:
In this role, you serve as a key support source for the HFCU Services team, assisting members, staff, and third parties with a variety of administrative and client service needs. You will act as the primary point of contact for clients and potential clients. You will also support financial planners by preparing portfolio review materials, coordinating account activities such as distributions and contributions, and maintaining required documentation. Additionally, you will assist in scheduling, promoting, and presenting education seminars. Maintain office supplies, investment materials, forms, and marketing literature.
Salary: $20.00- $25.00 Per Hour Depending on Experience
About Us:
Hughes Federal Credit Union is dedicated to providing a positive difference in our members’ financial lives. Our commitment to the Tucson community extends beyond our members as we sponsor and support local charities and organizations that promote the financial literacy of future generations. Join our team and see why we have been named a “Best-In-State” credit union, four years in a row!
Key Responsibilities:
Act as the primary point of contact between clients and HFCU Services.
Assist HFCU Services in managing incoming/outgoing correspondence and communications.
Monitor schedules for VP and financial planners.
Confirm client appointments with financial planners.
Process and maintain new account documentation and files.
Transmit account documents to LPL or other approved third parties.
Assist in the preparation of portfolio review documentation and presentations.
Support account activity processes such as distributions and contributions, including logging activity in SEC-required platforms.
Contact insurance/annuity companies to obtain necessary documentation for account maintenance or other necessary information.
Track and follow up on client referrals and onboarding opportunities.
Maintain sales and commission logs; assist in preparing monthly, quarterly, and annual performance reports.
Assist in scheduling, promoting, and presenting education seminars.
Maintain inventory of office supplies, investment materials, forms, and marketing literature.
Qualifications:
Required Skills:
Minimum of six months of similar or related experience
High school diploma or equivalent
Strong written and verbal communication skills
Ability to handle confidential information with discretion
Ability to multitask and prioritize effectively in a fast-paced environment
Comfortable operating a 10-key calculator
Preferred Skills:
Experience in a financial service environment
Working knowledge of industry regulations and compliance standards
What We Offer:
Generous Paid Time Off Policy
Up to 15 days in 1st year of service
Paid Time Off increases with tenure
VTO (Volunteer Time Off) Up to 16 hours yearly
401(k) plan
7% company match
Health, Dental, and Vision Insurance
Health Savings Account with Employer Contribution Available
Free Vision Insurance
Life and Disability Insurance
Provided by the Credit Union with Optional Supplemental Coverage Available
Competitive Wage and Professional Development
Educational Assistance
Hughes Federal Credit Union is a background screening, credit check and E-Verify workplace.
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Title: Administrative Assistant
Company: Hughes Federal Credit Union
Location: Tucson, AZ
Category:
