Part Time Investment Group Coordinator

Equal Opportunity Employer Disabled/Veterans

Must be available to work: Monday - Friday 8:30am - 5:30pm

POSITION SUMMARY

Market the FivePoint Investment Group Program to credit union employees and members.  Perform administrative functions in support of the FivePoint Investment Group Program. Schedule appointments with members and Investment Group Financial Advisor. Perform secretarial and clerical duties such as preparing letters, memos, and reports. Answer questions and direct telephone calls and visitors. 

ESSENTIAL JOB DUTIES

• 
  
  High school graduate or equivalent.   
  
  

Required Knowledge :

• Basic knowledge office operations and clerical duties.

Experience Required:

• Minimum of six (6) months office experience. 

Skills/Abilities:

• Excellent oral and written communication skills.


• Well organized.


• Attentive to detail.     


• Project management abilities.   


• Able to use related computer applications, such as Windows, Publisher, Excel, Word, Outlook, Internet Explorer, etc.

PREFERRED QUALIFICATIONS

Education/Certification:

• College coursework, preferably in business.   

Preferred Knowledge:

• Basic knowledge of financial institution operations is strongly preferred.

Experience Preferred:

• Minimum one year office experience.


• Marketing & office training preferred. 

Skills/Abilities:

• None.

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

WORKING CONDITIONS: No hazardous or significantly unpleasant conditions (such as in a typical office).