Financial Services Admin Assistant **Dupaco Community Credit Union** 1 Positions ID: FINAN002730 Posted On 11/14/2024 **Job Overview** As the Financial Services Administrative Assistant you will assists the Dupaco Financial Services (DFS) department in a support capacity, greeting members, assist with scheduling appointments, working with clients, client files, performing data entry, supports other team members with a variety of tasks. **You’ll be:** + Providing quality service to members, potential members and coworkers. + Demonstrating teamwork and professionalism in all interactions with coworkers. + Promoting a professional image of the credit union at all times. + Greeting members in reception area, direct them to appropriate financial advisor or other personnel. + Tracking credit union sales, DFS referral from staff, and approval of referrals. + Assisting as needed with DFS seminars. + Distributing information and brochures to clients, as required. + Assisting as needed with setting up and maintaining accurate client files. + Performing filing, faxing, scanning and correspondence as needed. + Answering telephone and direct members and clients regarding various servicing issues. + Utilizing Redtail CRM. + Directing client inquiries in a timely fashion to the appropriate Financial Advisor. + Preparing and understand the Asset Listings/Asset Allocations Software. + Processing Financial Advisor reports/review letters to clients. + Ordering supplies/prospectus’. + Developing and maintain Monthly call sheet by making calls in a timely manner at the direction of the Financial Advisor. + Maintaining knowledge of products offered through Dupaco Financial Services and Dupaco Credit Union. + Performing other duties as assigned. **You’ll need:** + High school diploma or equivalent. + 1+ year of administrative assistant or equivalent, preferred. + Basic knowledge of financial products/services preferred + Excellent written and verbal communication skills for both internal and external credit union communications and relations. + Strong organizational skills with the ability to prioritize work assignments as necessary. Primary Contact 114365 Matt Hostert Senior Recruiting Specialist, Human Resources 563-557-7600, ext. 2564 Phone Phone Phone Fax mhostert@dupaco.com Email True False True **Job Details** Categories Banking/Mortgage/Financial Services Location Dubuque, IA Job Type Employee Full/Part Full Time Company ID 986 Job REQ # FINAN002730 \# Positions 1 Start Date 20241114 End Date 20241214 Featured Job TH Ad TH Comments **Similar Jobs** Card Services Associate Dupaco Community Credit Union Consultant - Governmental Advisory Services - Remo Eide Bailly Assistant Professor - Regional Dairy Business and University of Wisconsin-Platteville Financial Service Representative Cottingham & Butler/ SISCO **Share this Job** Dupaco Community Credit Union **About the Company** Dupaco Community Credit Union is a not-for-profit financial cooperative. When we help our members save money—with a savings account, lower loan rates, fewer service fees, low-cost insurance, financial education and more—we help grow the whole credit union. It’s people helping people. Learn more about us at www.dupaco.com (https://www.dupaco.com/about/) . **A Dupaco career is different.** We’re a diverse crew of caring, passionate, and fun-loving people who work together toward a higher purpose- to always look out for our members’ best interests. That promise is at the center of everything we do. And we have plenty of career opportunities for thoughtful, genuine, and motivated people who can help us deliver. Our culture is built to empower and inspire you every single day. When you get here, you’ll know that your voice is valued and heard. And you’ll find new and unique ways to make a positive impact just by being you. See more perks you'll love (https://www.dupaco.com/about/dupaco-careers/) _Dupaco Community Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, religion, color, national origin, sex, age, sexual orientation, gender identity, status as a protected veteran, or status as a qualified individual with disability._