Trustmark

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Sales Assistant I

Sales Assistant I

Job ID 
2017-9846
Location 
US-FL-Pensacola
Posted Date 
10/30/2017
Category 
Wealth Management
Type 
Regular Full-Time
Job Grade 
7
FLSA Status 
Non-Exempt
Working Hours 
8am - 5pm
Job Location: Company 
Trustmark Financial Services

More information about this job

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 needed
  • 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