Trustmark

  • Sales Assistant I

    Location US-MS-Laurel
    Posted Date 4 days ago(10/12/2018 5:23 PM)
    Job ID
    2018-10832
    Category
    Wealth Management
    Type
    Regular Full-Time
    Job Grade
    6
    FLSA Status
    Non-Exempt
    Working Hours
    8am - 5pm
    Job Location: Company
    Trustmark Financial Services - Laurel
  • Overview

    The purpose of this position is to assist the Financial Services Financial Consultant and Financial Services client.

    Responsibilities

    Open and service client accounts

    Administrative duties for office such as answering phones, filing, as well as other duties as need

    Prepare reports for presentations, expense reports, and report distribution

    Maintain client and office files

    Coordinate scheduling of appointments and consultants

     

    Qualifications

    • Security industry knowledge
    • Database and Word Processing skills
    • Excellent oral and written communication skills
    • Customer service skills
    • College education or 2 – 4 years work experience
    • Series 7 & 66 license is preferred
    • Experience in Financial Services preferred

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