If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Position Overview:
The Investment Operations Associate plays a crucial role in supporting the operational functions within CUIS, ensuring the smooth execution of financial transactions and procedures. This entry-level position requires little to no prior investment experience and involves closely supervised work. The incumbent will assist in maintaining accurate records, processing daily transactions, and contributing to the overall efficiency of CUIS’ operations by following written procedures and policies.
Essential Responsibilities:
- (30%) Perform data entry tasks accurately and efficiently to facilitate investment account transactions, including deposits, withdrawals, and transfers.
- (30%) Update investment account client information records, ensuring information is current.
- (15 %) Assist in reconciling discrepancies in investment account records and documentation, ensuring accuracy and compliance with regulatory standards.
- (15 %) Prepare and review documents to be imaged for required retention periods.
- (10 %) Daily management and processing of mail correspondence.
Required Education & Experience (Knowledge, Skills, & Abilities):
- High School Diploma or GED
- 0-2 years of experience
Preferred Education & Experience (Knowledge, Skills, & Abilities):
- Associate’s in business, Finance or Economics
- 0 – 2 years of experience
- Proficiency in MS Office applications, particularly Excel and Word
- Strong attention to detail and accuracy in performing investment account transactions
Job Environment & Physical Requirements:
- Hybrid
- Office setting with physical proximity to other employees and members.
- Some background noise from other employees, copy machine, and telephone.
- Some local travel may be required.
- Answer and operate a telephone.
- Sitting for prolonged periods
- Computer for prolonged periods
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
Skills Required
- High School Diploma or GED
- 0–2 years of experience
- Associate's degree in business, finance, or economics
- Proficiency in Microsoft Office applications, particularly Excel and Word
- Strong attention to detail and accuracy in performing investment account transactions
SECU Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SECU and has not been reviewed or approved by SECU.
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Retirement Support — Immediate 100% vesting and a 200% employer match on employee 401(k) contributions from 1–5% of pay (up to a 10% employer match) stand out. This level of support is described as unusually rich among financial‑services employers.
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Leave & Time Off Breadth — 11 paid holidays plus 16 floating‑holiday hours, paid parental and caregiver leave, bereavement and volunteer time, and PTO that can reach 32 days per year with carryover up to 280 hours. These provisions provide predictable time off and flexibility across life events.
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Healthcare Strength — Medical (PPO or HDHP) with HSA/FSA options, dental including a minor‑child orthodontia option, and vision are available for employees and eligible dependents. Employer‑paid basic life/AD&D and short‑term disability, with subsidized long‑term disability, add robust income protection.
SECU Insights
What We Do
Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App. Since 1937, we've provided financial services to employees of the State of North Carolina, public boards of education, and employees of associations formed for the benefit of State employees, as well as their immediate family members. We are the trusted provider of financial services for millions of members. And, according to Forbes Magazine, we're the best credit union in North Carolina. State Employees' Credit Union (SECU) is an Equal Housing Opportunity lender and federally insured by NCUA. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
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