Investment Operations Associate
- Location
- Raleigh - 801 Hillsborough St
- Listed
- Today
About the role
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
- High School Diploma or GED
- 0-2 years of experience
Preferred Education & Experience
- 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
Equal opportunity and legal notices
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
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.
From Secu's careers page, first listed on Rolev.ai on November 15, 2026. Rolev.ai is not the employer.
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Common questions
Where is the Investment Operations Associate job at Secu located?
This Investment Operations Associate position at Secu is located in Raleigh - 801 Hillsborough St. Always check Secu's application page for specific state eligibility or relocation policies.
How do I apply for the Investment Operations Associate position at Secu?
This listing links directly to Secu's Workday application page. You can apply directly on Secu's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.