The Wealth Operations Supervisor has the responsibility to work with and support wealth specialists to maintain compliance and effieciencies in the planning and trading for member’s accounts. Collaborates across teams, functions, and regions to provide superior member service and operational expertise. Must demonstrate strict adherence to risk and control policies, a strong sense of teamwork, proactive and collaborative problem solving skills, relationship management skills, strong communication and time management skills.
Bachelor's degree in relevant field required. 5+ years’ experience required. Life, Series 7 and 66 licenses. Experience in a financial environment preferred.
Must maintain a high standard of work ethic and relationship with members and team members. Highly self-motivated, creative, goal oriented and results driven. Professional in appearance, attendance, quality, and quantity of work performed. Ability to work under pressure and through conflicting
The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.
Must be eligible for membership at Idaho Central Credit Union to obtain employment.
Idaho Central Credit Union is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.