Registered Client Service Associate

Job Opportunity At TruStone Financial Credit Union

TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members' financial well-being. Founded by teachers in 1939, TruStone Financial has since grown to the second-largest credit union in Minnesota and our 550+ employees serve more than 200,000 members across 23 locations in Minnesota and Wisconsin. Our vision is to create exceptional financial experiences, and to do that we need our exceptional people! Join our growing team and help us deliver on our mission to engage, educate and inspire our members to achieve lifelong financial well-being.

The Registered Administrative Assistant improves the efficiency and productivity of TruStone's Investment Advisor Representatives and acts as an internal staff advocate/trainer, bringing awareness to and engagement with the Advisor program.

Availability to work 40 hours per week Monday through Friday between the hours of 8:00am - 6:00pm at our Golden Valley Branch; non-exempt.

In addition: Bachelor's Degree, preferably in Business, Economics, Marketing or Insurance, or equivalent work experience. 1+ years of administrative and/or financial experience. Previous experience and working knowledge of both brokerage and insurance products, terms, functions, suitability and compliance aspects, preferred. NASD Series 6 or 7 along with Series 66 registrations preferred. If not properly licensed upon hire, the incumbent will have 9-months to obtain the necessary credentials. State life insurance, disability and variable licenses required. If not properly licensed upon hire, the incumbent will have 6-months to obtain the necessary credentials. Experience in computer systems including MS Office, Internal and email equivalents. Good verbal and written communication skills - must be able to present self professionally in person and over the telephone. Excellent customer service skills. Ability to perform multiple tasks while maintaining good organizational skills. Ability to work under pressure and within timeframes. Ability to be self-motivated and perform tasks with minimal supervision. Compliance with the Bank Secrecy Act and all its provisions. Ability to pass a pre-employment drug test and various background checks. Regular and reliable attendance at the workplace.

The hiring range for this hourly position is $23.50 to $29.50 per hour, plus an additional $500-$1,100 per month in incentive, if licensed. Other incentive opportunities available for non-licensed. In addition, we offer: Competitive pay and incentive programs for all positions. Health insurance with the ability to choose which plan option is best for you - a Traditional Health Plan or Health Savings Plan. Affordable dental and vision insurance coverage. Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees - and, the longer your tenure, the more PTO you'll have to enjoy. 10+ paid holidays each year. Up to 16 hours of paid time annually to volunteer for organizations you are passionate about. 401(k) with 50% employer match on the first 6% you contribute - plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not. Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account. Employer-paid Short Term and Long Term Disability benefits. Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents. Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees). Career development opportunities - including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more. Special employee discounts when you join TruStone Financial a a credit union member. Employee activities, events, discounts, and many other great benefits and perks! TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.