Investment Services Support Specialist- Farmingville

Description Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: The Investment Services Support Specialist supports investment advisors in servicing accounts and responding to customer requests. Education and/or Experience: High School required Bachelor's degree preferred Minimum three years of investment services industry experience required Intermediate CRM knowledge required Notary Public preferred Document Processing Inquiry Research/Response Order Processing Tax Compliance Reporting Trust Administration Beneficiary Communications Banking Software Customer Relationship Management (CRM) software Job Responsibilities: Processes sales and purchases of securities and other investment-related transactions Maintains accurate records and prepares required documentation to ensure compliance with tax and investment-related reporting. Reviews and interprets investment agreements and documents key decisions and rationale. Responds to routine customer inquiries, schedules appointments, and delivers standard account documentation. Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients Coordinates referrals, sales appointments, and requests for information Coordinates and attends special events, meetings, and seminars Assists in preparation and review of marketing collateral by proofing for content, disclosures, and accuracy Attends and leads investment meetings and branch huddles to provide coaching and support Complies with SEC and FINRA requirements Manages office supplies Orders promotional items, display, and program marketing materials (via LPL MOD), ensuring they are up-to-date Performs other duties as needed upon request by immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives. Paid time off for vacation, personal days, and holidays 401(k) company contribution Teachers pays 100% of Dental & Vision premium Tuition reimbursement is offered to full-time employees Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $23.00 - $26.50/hr. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit Click here to view: California Privacy Notice #LI-KM

Created: 2026-03-04