IRIS Coordinator I

Part of the of Insurance Retirement Investment Services (IRIS) team and provides coverage to various engagement centers throughout the city. The Insurance Retirement Investment Services (IRIS) Coordinator position requires supporting the advisor in all tasks and responsibilities related to income generating activities. The coordinator is responsible for providing administrative support to the licensed (IRIS) Financial Representative and administers the IRIS Financial Services marketing plan. Responsible for performing a broad variety of IRIS services such answering questions regarding Credit Union's products and services for members/non-members. Also responsible for cross-selling credit union services and assists or refers members/non-members with any questions or concerns that arise. Ensures that appointments are set up and confirmed for designated Financial Representative including share certificates maturing and annuities coming out of surrender.

EDUCATION/CERTIFICATION:

High school diploma or equivalent. Ability to complete LPL Career Academy within one (1) year of employment.

EXPERIENCE REQUIRED:

One (1) year of financial institution experience or three (3) years of customer service experience.

FirstLight Federal Credit Union is proud to be an Equal Opportunity workplace and an Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Scan QR Code for information.