Please reference the schedule and minimum qualifications listed below before applying.

If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email [email protected] and every reasonable effort will be made to accommodate your needs in a timely manner.

Job Summary

Admin support

Job Description

LOCATION

Tanner Building - In Office:

7167 S Center Park Drive
West Jordan, UT 84084

SCHEDULE

Part Time Internship

To be effective, an individual must be able to perform each job duty successfully.

Assisting in operational support on client accounts (calls, paperwork, maintenance)

Learning how to connect with members & branch employees

Learning how to prospect to members of the credit union

Learning the financial planning process

Observing advisor-client appointments

KNOWLEDGE, SKILLS, AND ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

EXPERIENCE

Have a strong interest in pursuing a financial planning/wealth management career

Exceptional interpersonal, communication, analytical and problem-solving skills

Excellent organizational skills and ability to multitask

Have some knowledge of financial markets and macro-level economic trends

Strong analytical skills

Highly inquisitive, focused and pro-active

Good judgment and discretion when working with confidential information

Education

High school diploma or equivalent

Currently attending an educational institution with an emphasis in

Wealth Management, Business, Finance or Financial planning or related field

Managerial Responsibility

Has no supervisory/managerial responsibilities

Language Skills

Must have the ability to read, understand and carry out instructions in written and oral form.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently. Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less) Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusual environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

About Mountain America Credit Union

Mountain America Credit Union has more than $5.6 billion in assets and serves more than 600,000 members, wherever they are, through online and mobile banking, 86 branches in five states, and provides access to more than 30,000 ATMs and 5,000 shared-branching locations nationwide. With credit union roots dating back to the 1930s, Mountain America has become a tradition for many members, offering a variety of financial products and services for consumers and businesses, including savings accounts, auto loans, checking accounts, mortgage loans, business checking, student loans, SBA loans and retirement options.

About the Wealth Management

The Wealth Management team oversees $1.3 billion in member assets and nearly 20,000 accounts. Wealth advisors at Mountain America are dual employees of the credit union and LPL Financial. This approach gives our advisors the tools and training they need to help members plan for the future, while allowing them to maintain the great service they are accustomed to receiving from Mountain America. LPL is one of the nation’s leading diversified services companies and the largest independent broker-dealer, supporting more than 12,000 financial advisors and 750 financial institutions nationwide.

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Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.

Wealth Management Intern