IRIS Coordinator I

Part of the of Insurance, Retirement, and Investment Services (IRIS) team and provides coverage to various engagement centers throughout the city.

The Insurance, Retirement, and 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 Insurance Retirement Investment Services (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 required.