Sales Assistant

To provide clerical and administrative support to Financial Consultants and serve as the first point of contact to service a high volume of daily client interactions.

• Open and service investment accounts for individuals and business entities
• Process money movement and securities transfers
• Resolve operational exceptions
• Analyze problems and seek solutions timely with the client in mind
• Prepare presentation reports for client meetings
• Maintain calendar and schedule for Financial Consultant
• Assist Financial Consultant with marketing efforts
• Maintain a FINRA compliant branch filing system

• College degree in business related field OR 2 years of securities industry or banking experience
• Financial Services product knowledge
• Excellent written and oral communication skills
• Proficient in Microsoft Office Suite
• Time management skills; ability to multi task and prioritize tasks
• Teamwork Skills
• Highly organized self-starter preferred

Physical Requirements/Working Conditions:  Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.