About this role
Investment Assistant at Members 1st Federal Credit Union. Location: Carlisle, Pennsylvania, United States. Role: providing support, scheduling appointments, processing requests Requirements: 1-3 years related experience; high school diploma or equivalent; affiliation with broker/dealer; strong organizational, communication, and CRM skills; ability to handle confidential information and occasional travel. Category: Finance and Accounting Seniority: Entry Level Tools: LPL (clientworks), Redtail, MRM, Microsoft Outlook Commitment: Full Time Workplace: Onsite Languages: English