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Administrator, AA Credit Union Flagship Financial Group

Administrator, AA Credit Union Flagship Financial Group

Date:  Aug 5, 2022

Location: AAFCU Headquarters (DFW-AACU)   
Additional Locations: None
Requisition ID: 62243 

Intro

Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you’ll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you’ll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board!

Why you'll love this job

This job is a member of the Flagship Financial Group within the American Airlines Credit Union. The role is responsible for direct operational and administrative support to our team of financial advisors at American Airlines Credit Union in one of the two functions described below.

What you'll do

​Advisor Support Function:

  • Assist financial advisor team by delivering high levels of administrative and operational support from file creation to trade executions
  • Perform multiple tasks and works with other Credit Union team members while maintaining good organizational skills such as: maintaining member files, marketing materials, compliance logs and department/broker dealer reports
  • Provide a high level of quality customer service to internal as well as external business partners, as well as, members. This includes but is not limited to other Credit Union departments/branches and our broker dealer
  • Travel to local and regional branches to promote services to Credit Union staff and members
  • Provide members with specific research/product information or other information pertaining to securities transactions in which the members wishes to or is considering executing
  • Execute transactions on behalf of members when the financial advisor is not available
  • Current and valid Securities license: FINRA Series 7, 63/65 or 66 and appropriate state insurance license with a clean U-4 report are required. If these licenses have termed or are not currently held, they must be attained within 1 year of employment. Other licenses may also be required in the future due to changing business needs
  • The selected candidate will be responsible for ensuring the security and confidentiality of all account and related information which is part of their work and for ensuring that his/her work is in compliance with all applicable laws and regulations including, but not limited to, the Bank Secrecy Act.

What you'll do

Member Education Support Function:

  • Coordinate with various business units within Credit Union and Broker Dealer, manages member education projects (i.e. seminars, campaigns, compliance approvals, etc.)
  • Manage deadlines of member education projects to ensure presentations, materials, and all collaterals are compliance approved and delivered in a timely manner
  • Manage data held within Customer Relationship Management (CRM) tools
  • Assist with referral queue to schedule prospective client appointments and Member Service Representative (MSR) follow-up
  • Travel to seminars within the DFW area and in other states
  • Current and valid Securities license: FINRA Series 7, 63/65 or 66 and appropriate state insurance license with a clean U-4 report are strongly desired, but not required
  • The selected candidate will be responsible for ensuring the security and confidentiality of all account and related information which is part of their work and for ensuring that his/her work is in compliance with all applicable laws and regulations including, but not limited to, the Bank Secrecy Act.

All you'll need for success

Minimum Qualifications- Education & Prior Job Experience

  • ​High school diploma or GED equivalency

Preferred Qualifications- Education & Prior Job Experience

  • Bachelor's degree in an area of study relevant to the position
  • 2 years of financial services experience

Skills, Licenses & Certifications

  • ​Skilled in Microsoft Office software (e.g., Word, Excel, Access, PowerPoint) gained through either work experience with the software or education and hands-on use of the software
  • Ability to demonstrate excellent oral and written communication skills with the ability to convey complex or difficult information clearly, concisely and with sensitivity to the recipient
  • Ability to demonstrate superior interpersonal skills, including the ability to exercise a high degree of integrity, discretion, confidentiality, ownership, member focus and professionalism
  • Ability to exercise meticulous attention to detail and well-developed critical thinking skills
  • Ability to demonstrate strong time management, organizational and multi-tasking skills and effectively handle competing priorities and meet deadlines in a fast-pace environment
  • Ability to work effectively in a self-directed capacity with minimal supervision and function as an integral part of a team
  • Ability to work collaboratively with people of varying backgrounds and levels
  • Ability to travel
  • Ability to work varying schedules, including evenings and weekends
  • Ability to maintain satisfactory performance and attendance
  • Ability to pass applicable American Airlines and Credit Union pre-hire compliance checks

What you'll get

Feel free to take advantage of all that American Airlines has to offer:

  • Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.
  • Health Benefits: On day one, you’ll have access to your health, dental, prescription and vision benefits to help you stay well. And that’s just the start, we also offer virtual doctor visits, flexible spending accounts and more.
  • Wellness Programs: We want you to be the best version of yourself – that’s why our wellness programs provide you with all the right tools, resources and support you need.
  • 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.
  • Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more.

Feel Free to be yourself at American

From the team members we hire to the customers we serve; inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world.

Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life’s journey? Feel free to be yourself at American.

Additional Locations: None
Requisition ID: 62243 


Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

Job Segment: Bank, Banking, Credit Union, Series 7, CRM, Finance, Technology

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