Administrative Associate

OUR LEADERSHIP PHILOSOPHY
At Lighthouse Credit Union, we believe all individuals, regardless of position level, are considered leaders. By providing a framework that balances clarity with adaptability, our Leadership Competencies aim to foster a culture of continuous growth and agile leadership. Lighthouse Credit Union is committed to embracing change, nurturing leadership talent, and ensuring our performance management practices are aligned with our vision of fostering a resilient and forward-thinking organization. As such, we all hold ourselves accountable to the following:

LEADERSHIP COMPETENCIES:

Demonstrates Interpersonal Awareness & Skills: A cornerstone of our collaborative work environment, this competency emphasizes effective communication, relationship
building and teamwork. It also supports creating a positive work environment that values individual contributions and fosters teamwork. As an individual leader, you will demonstrate active listening, clear communication and contribute beneficially to team dynamics.

Embraces Change & Learning: This competency focuses on adaptability, personal development and the advocacy and embracing of progressive change. You will be challenged to explore continuous learning opportunities to achieve excellence and foster a culture of growth and innovation. As an individual leader, you will actively engage in personal development, embrace change enthusiastically and support team members in their growth. You will also demonstrate flexibility and adaptability in response to changing circumstances.

Utilizes Critical & Creative Thinking: Underlining the importance of innovative problem solving, challenging the status quo and strategic thinking, this competency is vital for driving excellence and leadership. This competency challenges team members to take initiative beyond one's immediate responsibilities. As an individual leader, you will actively look for and share opportunities for improvement, show open-mindedness to new ideas and professionally challenge inefficient processes. You will also actively
contribute to defining solutions and promoting innovation.

Takes Personal Ownership: This competency focuses on taking responsibility for performance goals, proactive collaboration and accountability. It highlights the significance of each team member taking ownership of their role and contributions while demonstrating leadership qualities regardless of their position. As an individual leader, you will be actively engaged in setting and achieving performance goals, take responsibility for personal action and decisions and seek opportunities for self-improvement and skill development.

POSITION SUMMARY
Under close to moderate supervision, the Administrative Associate's primary function is to facilitate the sales and service of nontraditional investment and insurance products to qualified buyers. The Administrative Associate will work closely with Financial Advisors and Financial Consultants to support the Wealth Management team's efforts to provide exemplary service for their clients. The Administrative Associate may be paired with an assigned advisor to manage financial planning, social media and marketing campaigns in addition to regularly meeting with clients. The role may also be responsible for education and training staff members or members of the community in wealth management and their products.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES
* Meets with referred or walk-in wealth clients, prospect clients, and members to review their specific financial needs and recommend suitable solutions using products and services provided by our broker dealer.
* Services clients as regularly needed on a periodic basis, with at least an annual contact. Coordinates all sales and service appointments.
* Initiates and completes all necessary paperwork regarding any sales or account maintenance including account openings, cancelations, surrenders, partial withdrawals, refunds and funds transfers.
* Maintains effective relationships with credit union staff to schedule and host meetings, answer questions, and provide referral training as needed. Refers clients to the credit union for services.
* Facilitates on and off-site presentations and centralizes wealth training for Credit Union commercial and SEG business development staff.
* Manages financial planning, social media and electronic marketing campaigns for an assigned Advisor.
* Complies with all current laws, rules, policies and procedures set forth by federal and state security regulatory agencies aswell as the broker-dealer and stays current with all changes.

JOB SPECIFICATIONS
* Superior customer/member/client relationship skills. Strong interpersonal skills.
* Analytical skills to comprehend complex products, services, and relation regulations.
* Maintains a high level of trust and tact with internal/external members and clients.
* Work may involve educating and supporting other staff, members or other employees.
* Proficient verbal, written, oral communication skills as well as proficiency with spreadsheets and select databases.

EDUCATION, TRAINING & EXPERIENCE
* Bachelor's Degree in relevant field or combined education and work experience equivalent to a college degree.
* 3-5 years of experience in positions requiring extensive personal retail customer or client contact.
* NASD Series 7, Series 66, and 63 registrations and Life/Accident and Health licenses are strongly preferred.
* Financial services experience, strongly preferred.

WORK ARRANGEMENT:
* The working arrangement for this position is hybrid. Hybrid work is an opportunity to find the right balance between working in the office and remotely, especially if it supports individual success and the needs of our organization. Hybrid schedules are determined by the hiring manager based on business unit needs and may vary by department.

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Benefits We Offer:

• Employee loan discount
• Student loan/tuition assistance program
• Comprehensive medical/dental/vision +
• PTO and paid federal holidays
• Weekly paychecks
• 401k plan with employer match/profit sharing
• Participation in the Annual Incentive Plan

Additional Perks:

• Continued training and advancement opportunities
• Balanced/Predictable schedule; all locations close at 5pm and on Sundays
• Opportunity to join our many employee created Engagement Groups (e.g. Pride at Work, Women in Leadership, Book Club, Running & Walking)
• Local Volunteer Opportunities with employer contributed Volunteer Day
• Company Outings and annual Summit
• Hybrid work environments

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LIGHTHOUSE CREDIT UNION IS AN EQUAL OPPORTUNITY EMPLOYER