Bloomsburg, Pennsylvania, United States of America
Base: $21.49 - $35.81 hourly; bonus/equity: not sp...
Customer relationship maintenance
Sales process support
Meeting and appointment coordination
Provide administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region
Job Summary
Provide administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region.
Actively support maintenance of customer relationships by providing administrative support to include receives/returns customer calls from existing or prospective clients to support follow-up activities with required servicing.
Support sales process by participating in preparing, planning and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes.
Matching Summary
Provide administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region.
Salary
Base: $21.49 - $35.81 Hourly; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Customer relationship maintenance
Sales process support
Meeting and appointment coordination
Paperwork processing
Sales reporting
Nice-to-have
Promote belonging and brand
Adhere to risk and regulatory standards
Key Requirements
Associate's degree or 2 years higher education/work experience
1 year sales/sales administration experience preferred