Senior Sales Assistant - CFA

Commerce Bank•Kansas City, MO

6d•$24 - $28•Onsite

About The Position

This position provides administrative support to Financial Advisors responsible for investment sales. Commerce Financial Advisors is a division of Commerce Bank. For over 35 years, Commerce Financial Advisors has been working to help clients achieve their financial goals.

Requirements

Strong problem-solving skills
Ability to work independently
Strong computer skills with the ability to learn new applications quickly and with ease
Excellent customer service skills, strong analytical thinking
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook
Series 7 and Series 63 or 66 license required
3+ years’ experience in processing or customer service, preferably in banking, finance, insurance, or investment

Nice To Haves

Bachelor’s degree or equivalent combination of education and experience preferred

Responsibilities

Partner with Financial Advisor to prepare for client meetings, preparing documents and capturing information needed for follow-up actions
Manage retail referrals by connecting with prospects, scheduling appointments, and maintaining detailed tracking of referral status
Gather client data for financial planning, generate plans, and assist in delivering results for advisor review and discussion
Run, analyze, summarize, and act on proactive reports to support advisor decision-making
Execute trades as directed by the Financial Advisor or client
Prepare advisory review reports and coordinate scheduling of client review meetings
Respond promptly and effectively to client inquiries and service requests
Support both internal and external client communications, including handling phone calls
Organize and lead large initiatives that enhance the efficiency and effectiveness of the Advisor–Assistant partnership