Sales Assistant

Lincoln Investment•Renton, WA

22d•Onsite

About The Position

Lincoln Investment 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 over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 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: This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient, and professional manner. The individual in this role must be extremely organized, detail-oriented and a self-starter.

Requirements

Customer service experience required
Word processing, spreadsheet, MS Outlook experience required.
Organizational and time management skills (i.e., ability to manage multiple priorities)
Preferably at least 2 years of previous experience in a sales support role or the equivalent combination of education and experience for the right candidate
Ability to learn other internal and external software systems
Excellent oral and written communication skills
Ability to develop strong client relationships
Ability to work independently
Problem solver and critical thinker
Capable of working under deadlines
Ability to do research to answer questions independently
Detail-oriented
Excellent time management

Nice To Haves

Series 6/7 and 63/66 FINRA registrations preferred but not necessary

Responsibilities

Responsible for client contact which includes communication by phone and email
Clients servicing to include general account inquiries, account changes, distributions, beneficiary changes, account updates, etc.
Client appointment preparation
Assistance with scheduling client appointments
Monitor incoming and outgoing mail
Document client interactions via our Client Relationship Management (CRM) system
Prepare and submit client paperwork and financial transactions
Prepare and process paperwork for new & existing business for brokerage and fee-based platform investments with the occasional annuity and life insurance products
Respond to and correct paperwork not in good order
Other projects and tasks as assigned