Newtown Investment Solutions Sales Assistant (onsite)

Newtown Savings Bank • Newtown, CT

9d • Onsite

About The Position

Newtown Savings Bank is seeking a dedicated professional for the role of Newtown Investment Solutions Sales Assistant. The Sales Assistant responsibilities are to assist Financial Advisors in the operation of the Newtown Investment Solutions Department in conformance with established Bank and Osaic objectives, policies, and procedures. This is an onsite opportunity at our Church Hill office in Newtown, CT.

Requirements

• Bachelor's degree and 2-3 years related experience and/or training; or equivalent combination of education and experience
• Highly organized
• Professional and personable
• Excellent written and verbal communication skills
• Competent in all aspects of the Microsoft Office suite
• Ability to work independently

Nice To Haves

• FINRA licensing preferred

Responsibilities

• Act as an operations liaison for the NIS team.
• Be fully trained in Bank and Osaic operations policies and procedures and be the “go to” within the team for all operational questions and inquiries.
• Monitor service central queue for advisory relevant inquires.
• Adhere to a high level of customer service standards.
• Assists with the operational flow and processing of advisory paperwork to ensure smooth and efficient processing.
• Coordinates cross training support to various departments within the organization to ensure proper advisory procedures are being followed.
• Act as a backup on the advisory sales phone queue daily, adhering to all Bank and Osaic’s customer service standards. Monitor phone queue email daily.
• Provides the first line of back-up and support to NIS team.
• Required to perform administrative tasks, such as spreadsheet maintenance, report generation, and data entry into various technology platforms.
• Supports advisor’s planning needs and facilitates smooth operations among all intermediaries.

Benefits

• Full time employees also receive a complete benefit package including a generous 401(k), medical benefits, paid time off, and short- and long-term disability programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees