Financial Services Representative

We are currently seeking a Financial Services Representative to join our team! You will conduct quantitative analyses of various investment and financial programs. 

Responsibilities:

• Direct flow of traffic
• Answering member request relating to the function and servicing of their account
• Conduct cost analysis on financial programs and operations
• Direct credit union products and services based on the members needs
• Receive and pay out money while keeping record
• Determine financial status and analyze forecast results
• Perform month-end client valuation for assigned funds  
• Research and assess offshore and domestic fund options
• Resolve accounting errors on a timely basis with documentation
• Prepare profit and loss models

Qualifications:

• Experience in accounting, finance, or other related fields
• Advanced spreadsheet skills
• Strong attention to detail
• Strong analysis and critical thinking skills
• Bilingual a plus

Send Resumes to : nancy.mezomo@lkjordan.com

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