US Bank - Roseville, CA
posted 20 days ago
Provides sales, processing, operational, administrative and customer service support to Financial Advisors of U.S. Bancorp Advisors. Performs administrative support duties to assist the Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists in business development at the direction of the Financial Advisors such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives.