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Investment Relationship Specialist 


Work directly with assigned Advisors to accomplish individual branch goals and production goals of the Advisor. As part of the Allegacy Investment Group (AIG), this Administrative Assistant will provide excellent customer service in all relationships, maintaining the highest level of confidentiality and collaboration with the AIG team. The Administrative Assistant will have a strong working knowledge of all products and services offered by CUSO Financial Services and Allegacy Federal Credit Union.


Specific Accountabilities

  • Specific Accountabilities
  • Process paperwork for clients of Advisors.
  • Scanning and processing of new business and service requests for clients.
  • Assists with PIP withdrawals
  • Assists with clearing BTR items
  • Assist with coordination of workshops, branch referral training, marketing-related events for clients and prospects.
  • Assist with prospecting members by outbound calling, marketing mailings, maintaining prospects in database.
  • Handle routine customer inquiries; effectively work with the back-office support personnel at vendors and broker-dealer to ensure a high degree of quality service and customer satisfaction. Report specific problems to Associate Program Manager on an as needed basis.
  • Manages, maintains, and schedules advisor appointments through direct member/client contacts obtained from Activity Manager, lead lists, referrals, seminars, and events. Qualifies all referrals and leads for the proper client service level.
  • Executes and logs follow-up contact for unkept appointments, i.e. no shows, rescheduled appointments, cancelled appointments, etc.
  • Completes client/prospect Unio Display Records completely with accurate client information, data, and activation.
  • Generate Unio Reports
  • Makes between 30-50 member, client, or prospect contacts per day through phone or email.
  • Generates new account paperwork bundle drafts
  • Maintain daily calendar for assigned representatives
  • Maintains daily contact records.
  • Follows up with member/client contact following the initial advisory appointment.
  • Responds to all incoming emails as directed to the Investment Group mailbox.
  • Answers the main phone line for Investment Group and routes all requests to the appropriate response personnel.
  • Aids in targeted sales campaigns, which increase sales opportunities from corporate customers, members/clients, and employees.
  • Performs other related duties as assigned.
  • Oversee client onboarding process
Position Requirements

Knowledge, Skills and Abilities

  • Courtesy, tact and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization.
  • Demonstrated collaborative skills and the ability to work well within a team in a creative, fast-paced and deadline-oriented environment.
  • Strong member service and telesales skills.
  • Proficiency with web-based applications, Windows, Microsoft Office, and other financial planning software.
  • Good organizational skills and the ability to multi-task and prioritize in a high volume, fast-paced and deadline-oriented environment.
  • Ability to manage sensitive and critical client information.
  • Problem-solving and decision making skills.
  • Ability to demonstrate disciplined time management skills

Education and Experience

  • Education and Experience

    High school degree required

    Associates degree finance, business, marketing, or related field or equivalent experience

    2 - 4 years of administrative support experience

Full-Time/Part-Time Full-Time  
Close Date  
Exempt/Non-Exempt Non-Exempt  
Location Clemmons  
About the Organization Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Pay Grade None Specified 

This position is currently accepting applications.

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