Financial Services Coordinator
Deere Employees Credit Union - Moline, IL

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  • Moline, IL
We are seeking a professional coordinator for our Financial Planning and Brokerage Department. If you have exceptional organizational and communication skills and experience in a brokerage environment this could be your opportunity.

The coordinator will support 3-5 financial planners in a fast paced office and must have:

An understanding of various investment and insurance accounts in order to assist with the new account opening processes

The knowledge to answer general client questions regarding IRA requirements, college savings plans, annuities, and Term/Whole Life Insurance.

Proficiency with technology in order to adopt the CRM tool to manage the new client processes and the clearing-house platform (Pershing/NetX360) to manage all outstanding documents, account changes, transfers, trades, etc. to verify accuracy and timeliness.

Knowledge of compliance as it affects the program and the advisor and how it affects advertising, paperwork requirements, required compliance logs, seminar requirements, communication expectations, and E-Blotter regulations.

The preferred candidate will have licenses to include FINRA Series 7, 66, (63 & 65), Life & Health, Annuity, and Long-Term Care.

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