Sales Assistant
Company Name:
Fulton Financial Corporation
Description/Job Summary
Sales Assistant for Brokerage located at Palmyra, PA office location.
Responsibilities/Duties
Assists Brokerage Services personnel by performing administrative, customer service and sales support.
1. Assist with the daily administrative operations for an assigned group of Financial Advisors. Responsible for supporting all aspects of client servicing and records administration. Functions as a part of a larger team dedicated to helping achieve FFA's overall sales goals.
2. Assist with processing incoming business with follow-up to broker/dealer or client as needed.
3. Communicate daily with clients providing trade settlement information, coordinating the payment/delivery of funds and other routine requests.
4. Perform clerical/administrative tasks, including the preparation and processing of correspondence and communications, prepare various reports, and daily filing of client information.
5. Provide support to Financial Advisors by processing new account applications, obtaining necessary account documents, resolving inquiries, and assisting with account transfers.
6. Assist with scheduling appointments and preparing materials for client meetings and seminars including making copies and assembling informational booklets.
7. Work with Sales Operations personnel on referrals, seminars and appointments.
Performs other duties as assigned by supervisor.
Required Experience
1. Minimum four years administrative office experience in a financial service or sales environment.
2. Knowledge of investment operations, procedures, transfers and industry terminology.
3. Proficiency with MS Office applications, specifically Word, Excel, Outlook, and Powerpoint.
Preferred Education
Bachelor's degree preferred or equivalent work experience.
Ability to attain the Series 7 and, Series 63/65 (or Series 66) within the first 6 months of employment.Estimated Salary: $20 to $28 per hour based on qualifications.
Fulton Financial Corporation
Description/Job Summary
Sales Assistant for Brokerage located at Palmyra, PA office location.
Responsibilities/Duties
Assists Brokerage Services personnel by performing administrative, customer service and sales support.
1. Assist with the daily administrative operations for an assigned group of Financial Advisors. Responsible for supporting all aspects of client servicing and records administration. Functions as a part of a larger team dedicated to helping achieve FFA's overall sales goals.
2. Assist with processing incoming business with follow-up to broker/dealer or client as needed.
3. Communicate daily with clients providing trade settlement information, coordinating the payment/delivery of funds and other routine requests.
4. Perform clerical/administrative tasks, including the preparation and processing of correspondence and communications, prepare various reports, and daily filing of client information.
5. Provide support to Financial Advisors by processing new account applications, obtaining necessary account documents, resolving inquiries, and assisting with account transfers.
6. Assist with scheduling appointments and preparing materials for client meetings and seminars including making copies and assembling informational booklets.
7. Work with Sales Operations personnel on referrals, seminars and appointments.
Performs other duties as assigned by supervisor.
Required Experience
1. Minimum four years administrative office experience in a financial service or sales environment.
2. Knowledge of investment operations, procedures, transfers and industry terminology.
3. Proficiency with MS Office applications, specifically Word, Excel, Outlook, and Powerpoint.
Preferred Education
Bachelor's degree preferred or equivalent work experience.
Ability to attain the Series 7 and, Series 63/65 (or Series 66) within the first 6 months of employment.Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
