Administrative Assistant – Investment Services Job Vacancy in Marion & Polk Schools Credit Union Salem, OR 97301 – Latest Jobs in Salem, OR 97301

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Company Name : Marion & Polk Schools Credit Union
Location : Salem, OR 97301
Position : Administrative Assistant – Investment Services

Job Description : Description:

GENERAL POSITION SUMMARY:
Assume primary responsibility for answering Investment Services phones, scheduling appointments, managing multiple calendars, and printing and organizing files as necessary. Additionally, present a visible presence in the Professional Center second level lobby by providing assistance to members, co-workers and visiting guests as they are referred to Maps professional partners.
ESSENTIAL FUNCTIONS:
Follows regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies.
Create files and maintain records by filing Investment Services related documents.
Prepare outgoing mail for delivery.
Assume primary responsibility for answering Investment Services phones, scheduling appointments, managing multiple calendars, and printing and organizing files as necessary.
Maintain inter- and intradepartmental workflow by providing information to and cooperating with co-workers.
Maintain operations by staying informed of and following policies and procedures; report needed changes.
Maintain a safe and secure environment by directing traffic in our Professional Center lobby and assuring that visitors are responded to by the appropriate person for assistance.
Enhance job performance by applying up-to-date professional and technical knowledge gained by attending training sessions, reviewing professional publications, and maintaining professional relationships.
Maintain confidentiality and protect credit union operations by keeping member and/or credit union information secure at all times.
Maintain a professional appearance in accordance with the dress guidelines.
Follow and comply with company policies and procedures.
OTHER JOB FUNCTIONS:
Perform other duties and responsibilities as assigned.
. Requirements:

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
Accurate typing/keyboarding skills; intermediate computer skills, including the use of word processing and spreadsheet software applications and e-mail.
Ability to take initiative and prioritize tasks; good time-management, problem-prevention, and problem-solving skills.
Ability to remain flexible in order to adapt to changes in work environment.
Ability to cross-sell Credit Union services effectively and accurately.
Ability to work accurately with close attention to detail.
Ability to maintain confidentiality of sensitive information.
Ability to work with co-workers, members, and outside agencies professionally and tactfully.
Possess a work ethic that includes neatness, punctuality, and accuracy.
Exhibit a professional, businesslike appearance and demeanor.
QUALIFICATIONS:
Successful completion of high school-level English grammar in order to communicate effectively (verbally and in writing) with co-workers, members, and outside agencies.
Three months general office or clerical experience preferred.
Must be bondable.
COVID-19 Vaccine Preferred

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