Job Description

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

Position Overview:

The Investment Operations Associate plays a crucial role in supporting the operational functions within CUIS, ensuring the smooth execution of financial transactions and procedures. This entry-level position requires little to no prior investment experience and involves closely supervised work. The incumbent will assist in maintaining accurate records, processing daily transactions, and contributing to the overall efficiency of CUIS’ operations by following written procedures and policies.

Essential Responsibilities:

(30%) Perform data entry tasks accurately and efficiently to facilitate investment account transactions, including deposits, withdrawals, and transfers.
(30%) Update investment account client information records, ensuring information is current.
(15 %) Assist in reconciling discrepancies in investment account records and documentation, ensuring accuracy and compliance with regulatory standards.
(15 %) Prepare and review documents to be imaged for required retention periods.
(10 %) Daily management and processing of mail correspondence.

Required Education & Experience (Knowledge, Skills, & Abilities):

High School Diploma or GED
0-2 years of experience

Preferred Education & Experience (Knowledge, Skills, & Abilities):

Associate’s in business, Finance or Economics
0 – 2 years of experience
Proficiency in MS Office applications, particularly Excel and Word
Strong attention to detail and accuracy in performing investment account transactions

Job Environment & Physical Requirements:

Hybrid
Office setting with physical proximity to other employees and members.
Some background noise from other employees, copy machine, and telephone.
Some local travel may be required.
Answer and operate a telephone.
Sitting for prolonged periods
Computer for prolonged periods

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

Disclaimer

State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

About SECU

Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App.

Since 1937, we've provided financial services to employees of the State of North Carolina, public boards of education, and employees of associations formed for the benefit of State employees, as well as their immediate family members. We are the trusted provider of financial services for millions of members. And, according to Forbes Magazine, we're the best credit union in North Carolina.

State Employees' Credit Union (SECU) is an Equal Housing Opportunity lender and federally insured by NCUA. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

See full social media terms and conditions by accessing our Terms of Use at ncsecu.org/legal

Industry

Finance & Insurance

Company Size

5,001-10,000 employees

Headquarters

Raleigh, NC

Year Founded

1937

Website

ncsecu.org

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