Investment Services Representative (ISR-1)
Reports To: Investment Services Manager
Status: Full-Time (Non-Exempt)
Date: 10/21/2026
Job Description: Investment Services Representative
Job Summary and Position Objective
As an ISR-I, you will be responsible for providing a variety of investment and stewardship services administrative functions related to Demand Certificates (Ready Access), Time Certificates, IRAs, and Giving Funds. An ISR-I is beginning the process of attaining working knowledge of critical investment areas, digital finance solutions, and ancillary software solutions. In addition, an ISR-I consistently displays a willingness to continue learning and expanding their knowledge.
Essential Functions
• Deliver excellent customer service to internal and external ministry partners.
• Answer phones from the first queue using proper greeting and professional attitude.
• Delegate or transfer calls to the proper person/department when necessary.
• Exhibits exceptional teamwork skills and fosters a collaborative environment.
• Accurately maintain and update all system records, investment files, and customer requests.
• Responsible for completing mail log.
• Responsible for establishing and redeeming investments, sending accompanying welcome and closure documents, and processing daily transaction requests.
• Set up and maintain alerts, alternate addresses, and notes in investment software.
• Review and proof all work for accuracy and completeness.
• Generate maturity, renewal, and other notices for mailing daily.
• Monitor contribution limits, distributions, and RMDs on IRAs.
• Process incoming or outgoing rollovers and transfers on IRAs.
• Responsible for using Online Access (OLB) software to enroll, unlock, and troubleshoot investor logins.
• Responsible for using software to support Giving Fund holders’ administrative needs, such as user access, contributions, grants, etc.
• Responsible for using reporting tools to generate investment-related reports as needed.
• Access investment software to complete administration.
• Archive all investment related documents into document repository program.
• Monitor and prepare various internal tracking documents.
• Perform other duties as assigned.
Physical Requirements:
Finger Dexterity:
Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.Talking:
Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.Average Hearing:
Able to hear average or normal conversations and receive ordinary information.Repetitive Motions:
Movements are frequently and regularly required using the wrists, hands, and/or fingers.Average Visual Abilities:
Average, ordinary visual acuity necessary to prepare or inspect documents or products or operate machinery.Physical Strength:
Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.
Expected hours of work:
Monday through Friday, 8:45am – 5:15pm (includes 30-minute lunch)
Education/ Training Requirements:
Microsoft Office Suite, SharePoint, Dynamics365 (CRM), and FIS financial products experience preferred.
Preferred Education And Experience:
Associates or Bachelor’s degree and 3 years of similar job-related experience preferred.
Other Duties*
Excellent customer relation skills.
Excellent verbal and written communication skills.
Proficient with MS Outlook, Word, Excel, PowerPoint.
Ability to multitask.
*This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
EEO Statement:
CFR does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, pregnancy status, disability, veteran status, genetic information, sexual orientation, gender identity or any other category protected by law in provision of employment opportunities and benefits.
