Senior Sales Coordinator - Rj Trust

Willenborg Wealth Management

Base salary or wages; + compensation (cash or equi...
Hybrid
Trust and estate planning concepts knowledge
Event planning and logistics coordination
Financial advisor relationship management
The role involves coordinating and supporting sales activities for Raymond James Trust while adapting procedures to meet position requirements

Job Summary

  • The role involves coordinating and supporting sales activities for Raymond James Trust while adapting procedures to meet position requirements.
  • Employees are responsible for organizing logistics for regional events and serving as a resource for resolving problems with internal and external customers.
  • The position offers a comprehensive benefits package including medical, dental, vision, life insurance, retirement savings, and paid time off.

Matching Summary

The role involves coordinating and supporting sales activities for Raymond James Trust while adapting procedures to meet position requirements.

Salary

Base salary or wages; Additional compensation (cash or equity), discretionary bonuses, or commissions may be included; Eligible for medical, dental, vision, life insurance, disability, retirement, and PTO benefits

Skills & Requirements

Must-have

  • Trust and estate planning concepts knowledge
  • Event planning and logistics coordination
  • Financial advisor relationship management
  • Data compilation and report generation
  • Multi-tasking under high workload pressure

Nice-to-have

  • Experience orienting and training employees
  • Ability to resolve complex client issues
  • Strong written and verbal communication skills
  • Collaborative team development mindset

Key Requirements

  • High School diploma required
  • 7 to 12 months of general experience
  • Hybrid work style eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter