Wealth Management Sales Assistant

Independent Bank•Traverse City, MI

31d

About The Position

Join Independent Bank as a Wealth Management Sales Assistant reporting to the Wealth Management Program Manager. You'll help run our Independent Financial & Insurance Services call center, delivering exceptional service to brokerage customers and acting as an internal sales associate for seven investment reps and licensed platform bankers. Other duties as assigned, with potential for future full-time advancement. Licensing is desirable , but not required. Be part of our mission of inspiring financial independence today, with tomorrow in mind.

Requirements

High School Diploma required, College degree preferred. Will consider a combination of education and experience.
Strong organizational skills required.
2+ years of strong customer service skills and clerical experience required.
Excellent interpersonal, verbal, and written communication skills are required.
Personal Computer skills required, preferably Microsoft Office (specifically Excel and Word).

Nice To Haves

Investment sales experience in a bank or financial services industry strongly preferred.
Series 6, 7, and 66 licenses, life and disability insurance licenses strongly preferred ( there may be opportunities to obtain applicable license(s) upon hire ).

Responsibilities

Database entry
Updates customers files
Types envelopes, photocopies, faxes, and performs other clerical duties as needed
Generates referral reports
Initiates and follow through direct mailing programs
Branch marketing
Schedules appointments for Broker
Provides follow up on incoming referrals
Processes new business
Answer phones/customer questions
Support Investment Executives
Performs other related duties as assigned

Benefits

Comprehensive total rewards package.
A knowledgeable, goal-driven, and exciting team of colleagues.
Exposure to different areas of banking and the ability to work with leaders within the industry.
Community-focused events and volunteer opportunities.

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