Sales Assistant

Lincoln Investment•Horsham, PA

14h•Onsite

About The Position

Lincoln Investment is recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has about 1,000 financial professionals nationwide and we serve over 310,000 clients representing over $60 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia. Basic Function: Provide administrative and clerical support to financial representative(s). This position requires excellent customer service skills to provide support to the advisor (and clients) in a reliable, efficient, and professional manner. Series 6 or 7 required (which may be obtained within 6 months of employment and is a condition of continued employment). This position requires onsite work four days per week.

Requirements

Series 6 or 7 required (which may be obtained within 6 months of employment and is a condition of continued employment)
Excellent customer service skills

Responsibilities

Ensure that clients are promptly, courteously, and professionally serviced and their questions and problems effectively resolved.
Responsible for client contact which includes communication by phone and email
Document client interactions via CRM
Assist clients with service needs, including general account questions, account changes, loans, and withdrawals
Keep financial representative informed of any client issues of significant concern
Ensure that more complex questions are referred to the financial representative promptly; convey information back to clients when appropriate
Prepare and submit client paperwork and financial transactions
Ensure that sales opportunities are forwarded to the financial representative
Prepare client information
Schedule appointments based on financial representative/client requests
Post appointment follow up, including summary correspondence, additional paperwork to client, and paperwork review
Review paperwork for accuracy and submit for processing
Follow up on submitted paperwork and work with home office to resolve any problems
Escalate operational issues to branch administrator and advise of any trends regarding errors
Generate paperwork for loan request and send to client
Follow up with client on outstanding paperwork