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    "requisitionDescription": "<div><div><div><div><div><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/24.28.20/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\">&nbsp;<link href=\"https://static.workforcenow.adp.com/mas/mdf-components/24.28.20/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\"><div class=\"fr-view\"><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/24.28.20/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\">&nbsp;</div><p style=\"margin-left:0in;\" data-pasted=\"true\"><strong>Investment Services Assistant Opportunity at Stanford Federal Credit Union!</strong></p><p style=\"margin-left:0in;\"><strong>We&rsquo;re on a mission to improve financial lives!</strong> If you&rsquo;re a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we&rsquo;re non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley&mdash;and we provide them with the most generous financial benefits in our industry.&nbsp;</p><p style=\"margin-left:0in;\">Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it&rsquo;s like to work for a Bay Area Top Workplace. As our CEO says, &ldquo;we work hard, and we play hard&rdquo;, and we need <em>your</em> help to improve even more financial lives!</p><p style=\"margin-left:0in;\">We are seeking a motivated and client-focused Registered Investment Services Assistant to join our growing team. This individual will provide comprehensive support to our Wealth Advisors and play a key role in enhancing the client&rsquo;s experience. The ideal candidate will hold active FINRA Series 7 and 66 (or Series 63 &amp; 65) licenses, possess experience with CRM systems such as Client Works and or Redtail, and have a strong interest in building a long-term career as a Wealth Advisor.&nbsp;</p><p style=\"margin-left:0in;\">*Please note this is a hybrid onsite role*</p><p style=\"margin-left:0in;\"><br></p><p style=\"margin-left:0in;\"><strong><u>Who YOU are:&nbsp;</u></strong></p><div style=\"margin-left:0in;\"><ul style=\"list-style-type: disc;\"><li style=\"margin-left:0in;\">Bachelor&rsquo;s degree in finance, business, or a related field preferred.&nbsp;</li><li style=\"margin-left:0in;\">Active Series 7 &amp; 66 (or 63 &amp;65) licenses required.</li><li style=\"margin-left:0in;\">A minimum of 1-3 years&rsquo; experience in a client service or advisor support role within a financial services or wealth management firm.&nbsp;</li><li style=\"margin-left:0in;\">Proficient in Word, Excel, Outlook, PowerPoint and CRM software.&nbsp;</li><li style=\"margin-left:0in;\">Positive, customer focused attitude and demeanor with a desire to provide outstanding service.&nbsp;</li><li style=\"margin-left:0in;\">Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.&nbsp;</li><li style=\"margin-left:0in;\">Self-motivated with a demonstrated interest in developing into a Wealth Advisor role.&nbsp;</li><li style=\"margin-left:0in;\">Knowledge of SFIS/LPL rules, products, services, regulations, procedures, philosophies, techniques, practices, and its interrelated functions.&nbsp;</li></ul><p><br></p></div><p style=\"margin-left:0in;\"><strong><u>What YOU&rsquo;LL do:</u></strong></p><div style=\"margin-left:0in;\"><ul style=\"list-style-type: disc;\"><li style=\"margin-left:0in;\">Communicated daily directly with advisors, clients, prospects, and vendors.&nbsp;</li><li style=\"margin-left:0in;\">Process new client paperwork in coordination with client services team, and assist with new account openings, transfers, and transactions with firm custodians(s).&nbsp;</li><li style=\"margin-left:0in;\">Complete monthly reports as requested by Advisors or Management.&nbsp;</li><li style=\"margin-left:0in;\">Maintain client records in CRM database, including documentation of phone calls and conversations with clients. Communicated confidential client information professionally and discreetly.&nbsp;</li><li style=\"margin-left:0in;\">Assist financial advisors with scheduling appointments, which are a result of emails, phone inquiries, or regular reviews of current clients.&nbsp;</li><li style=\"margin-left:0in;\">Provide continuity of activities for the financial advisors in their absence.&nbsp;</li><li style=\"margin-left:0in;\">Coordinate activities with the Marketing Department of the credit union to assure prompt, efficient operations between organizations as necessary.&nbsp;</li><li style=\"margin-left:0in;\">Maintain all internal policies, procedures and client files in strict confidence.&nbsp;</li></ul></div><p style=\"margin-left:0in;\"><br></p><p style=\"margin-left:0in;\"><strong><u>Some of our benefits for YOU:&nbsp;</u></strong></p><ul type=\"disc\"><li style=\"margin-left:0in;\">100% paid employee medical, dental, vision, life/AD&amp;D and short-term disability insurance for the employee; 50% paid for dependents</li><li style=\"margin-left:0in;\">Employer 401(k) matching up to 5% plus additional annual discretionary contributions</li><li style=\"margin-left:0in;\">Education reimbursement up to $5,200/year</li><li style=\"margin-left:0in;\">Employee recognition program with cash incentives&nbsp;</li><li style=\"margin-left:0in;\">Commuter Toll reimbursement $100-$200/month (based on position)</li><li style=\"margin-left:0in;\">Wellness Benefits up to $1,200 per year</li><li style=\"margin-left:0in;\">Paid Sick Time accrues at two weeks per year</li><li style=\"margin-left:0in;\">Paid Vacation Time accrues at three weeks per year</li><li style=\"margin-left:0in;\">Paid Federal banking holidays (approximately 11 per year)</li><li style=\"margin-left:0in;\">Ongoing training and education, seminars, and conferences</li><li style=\"margin-left:0in;\">Loan rate discounts on some products (vehicle, mortgage and HELOC loans)</li><li style=\"margin-left:0in;\">Waived fees and deposit bonuses on Stanford FCU accounts</li><li style=\"margin-left:0in;\">Flex health/transit plan availability&nbsp;</li><li style=\"margin-left:0in;\">Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources</li></ul><p><br></p><p style=\"margin-left:0in;\">If you are ready for this awesome opportunity (or know somebody who is) please contact us today!&nbsp;</p><p style=\"margin-left:0in;\">Stanford Federal Credit Union provides&nbsp;competitive&nbsp;pay ranges based on factors such as (but not limited to) the scope and responsibilities,&nbsp;qualifications&nbsp;needed for the position and&nbsp;external market pay for comparable&nbsp;positions.</p><p style=\"margin-left:0in;\"><strong>Please Note:</strong> SFCU does not provide work visa sponsorship or accept visa transfers for any positions.&nbsp;</p><p style=\"margin-left:0in;\"><strong>Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities</strong>.</p><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/24.28.20/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\"><div class=\"fr-view\"><p id=\"isPasted\"><br></p></div></div></div></div></div></div></div></div></div>\n",
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