Investments & Insurance Sales Assistant

Greenfield Savings•Greenfield, MA

13d•$19 - $25

About The Position

The Investments & Insurance Sales Assistant supports the Investments & Insurance business by providing exceptional service to existing and prospective clients, preparing and processing account documentation, maintaining client records, and assisting with practice management and administrative functions. This position plays a critical role in ensuring efficient operations, regulatory compliance, and a positive client experience while supporting the growth of the investment and insurance business.

Requirements

Exceptional organizational and time management skills.
Strong proficiency with Microsoft Office applications, including Word and Excel, and the ability to learn specialized financial services software.
Strong attention to detail and accuracy.
Excellent written and verbal communication skills.
Strong interpersonal and customer service skills.
Ability to manage multiple priorities in a fast-paced environment.
Strong problem-solving and critical-thinking abilities.
High school diploma or equivalent required

Nice To Haves

Previous financial services, banking, insurance, or administrative experience preferred.
Interest in building a career within the financial services industry.
associate's degree in business, finance, or a related field preferred.

Responsibilities

Provide high-quality service and support to existing and prospective clients.
Maintain and update client databases and records, ensuring information is accurate and current.
Coordinate and distribute client communications, including appointment reminders, birthday cards, and other relationship management correspondence.
Place appointment reminder calls and respond to client inquiries as appropriate.
Prepare new account opening documentation and supporting materials for client meetings.
Process completed paperwork and submit required documentation to appropriate institutions in a timely manner.
Serve as a primary point of contact for clients when the Investment Executive is visiting other branch locations.
Track referrals from branch and departmental partners and prepare periodic referral reports.
Assist with compliance-related activities, including surveys, audits, and blotter reviews.
Maintain inventory and distribution of marketing and educational materials for all branch locations.
Assist with scheduling, file management, and other administrative functions that support the investment and insurance practice.
Attend required training programs and maintain knowledge of internal procedures, regulatory requirements, and industry best practices.
Support special projects and perform other duties as assigned.