Investment Sales Assistant

German American Bank • Whitehall, OH

1d

About The Position

The Investment Sales Assistant greets and assists investment clients and provides general administrative support for the Investment area. The role partners with a Financial Advisor to manage daily schedules, prepare client materials, and follow up on pending items. It also involves communicating with current and prospective clients to schedule appointments and provide timely support; coordinating client events; researching and resolving client questions; and preparing required compliance reports, including reports related to FINRA regulations.

Requirements

• A relationship-focused approach to serving investment clients.
• Proficiency with Microsoft Word, Excel, Access, and PowerPoint.
• Strong organizational skills and the ability to manage multiple priorities and follow through on commitments.
• Sound judgment and discretion when handling sensitive and confidential information.
• Ability to thrive in a fast-paced, goal-oriented environment with ongoing deadlines.

Nice To Haves

• Previous sales experience.
• Bilingual or multilingual ability.

Responsibilities

• Greet and assist investment clients.
• Provide general administrative assistance for the Investment area.
• Partner with the Financial Advisor to manage daily schedules.
• Prepare client materials and follow up on pending items.
• Connect with current and prospective clients to schedule appointments and provide timely support.
• Coordinate client events by managing invitations, reservations, refreshments, RSVPs, and follow-up.
• Research and resolve client questions.
• Prepare required compliance reports, including those related to FINRA regulations.

Benefits

• Medical, dental, vision, short-term disability, long-term disability, and life insurance.
• 17 days of paid time off, 11 paid holidays, and bereavement leave.
• Education Assistance Program.
• Paid Parental Bonding Leave.
• Wellness benefits.
• Life event coverage.
• Service awards.
• Financial benefits, including a 401(k) match and stock purchase plan.
• National and local discounts on computers, vacations, phones, retail shopping, and other items.
• Logo wear discounts.
• Free checking account, checks, and discounted bank services.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed