- 1- 5 years experience in similar role preferred, but will consider any fully licensed candidates
- Bachelor's Degree
Sales assistant may act on behalf of the employing Financial Advisor to prospect, prepare materials and maintain client relations.
*Gather and prepare information for financial advisor's meeting with client/prospect
*Prepare and process all paperwork need for investment and insurance accounts
*Monitor, process and follow up on asset transfers and on initial and subsequent funding of accounts
*Implement initial and subsequent asset allocation trades
*Correspond with clients to handle service issues
*Contact clients on behalf of the advisor for the purpose of providing explanations of financial plan
Strong analytical and math skills
Excellent communication skills
Demonstrated organizational skills, ability to multitask and time management skills with ability to set priorities and meet deadlines
Posting ID: 3818793884
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