Sales Assistant
Trustmark•Ridgeland, MS
3d
About The Position
To provide clerical and administrative support to Financial Consultants and serve as the first point of contact to service a high volume of daily client interactions.
Requirements
- College degree in business related field OR 2 years of securities industry or banking experience
- Financial Services product knowledge
- Excellent written and oral communication skills
- Proficient in Microsoft Office Suite
- Time management skills; ability to multi task and prioritize tasks
- Teamwork Skills
- Highly organized self-starter preferred
Responsibilities
- Open and service investment accounts for individuals and business entities
- Process money movement and securities transfers
- Resolve operational exceptions
- Analyze problems and seek solutions timely with the client in mind
- Prepare presentation reports for client meetings
- Maintain calendar and schedule for Financial Consultant
- Assist Financial Consultant with marketing efforts
- Maintain a FINRA compliant branch filing system
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees
