Financial Services Sales Assistant
Location: Williamsville, New York
Description: Snelling Professional Search is looking of Financial Services Sales Assistant right now, this vacancy will be assigned in New York. More complete informations about this vacancy opportunity kindly read the description below. Financial Sales Assistant
Full-Time; Williamsville, NY
Responsibilities:
Client Servicing
Answer client phone calls
Assi! st clients with inquiries regarding: Beneficiary Changes; Account Balances;
General questions about account(s); Form requests; Perform research in order to answer questions
May review the following reports: Daily Transaction; Outstanding Transfer;
B/D communications
Ensure that questions, specifically those regarding investment and insurance products or
services, are referred to the Financial Representative, or Supervisory Senior Sales ssistant promptly
May assist clients accountants, lawyers, family members, or powers of attorney with issues
Ensure that sales opportunities are forwarded to the Financial Representative, or Supervisory Senior Sales Assistant
Enter notes to appropriate client management system(s)
May calculate Pension estimates, Required Minimum Distributions, and Maximum Exclusion Allowance (403-b) using various software programs
Process transactions that have been accepted from clients by properly licensed ! individual(s)
Utilize NetXPro to place trades
Appointm! ent Preparation
Prepare client information
May print account reviews
Based on Financial Representatives appointment agenda; assemble required paperwork and forms
Paperwork
Review equity paperwork for accuracy and submit to Designated Supervisor for processing
Review Insurance paperwork for accuracy and submit to Insurance Department for processing
Follow up on submitted paperwork and work with home office or Insurance Company to resolve any problems that may occur
Escalate on going operational problems to branch administrator and advise of any trends regarding errors
Generate paperwork and send to client
Follow up with client on outstanding paperwork
Submit completed paperwork to Designated Supervisor to be processed
Post Appointment Follow Up
Create Summary correspondence based on Financial Representatives meeting with client
Send any additional paperwork to client
Review paperwork completed
Knowledge/! Experience:
Candidate must have previous experince working as a Financial Sales Assistant to be considered.
Licensed is a plus
Investment/Brokerage operations experience preferred
Customer Service experience preferred
Basic knowledge of mutual funds and retirement plans
Word processing
HS Diploma or equivalent
Systems:
- Microsoft Office Suite
- AS400 (TBD)
- LAMPS
- LIONS (TBD)
- Automated Account Review
- Client Management System
- MS Outlook
- Fund Web-sites
- Vision & Advisor Central
- TokOpen
- Internet
- Mail Room equipment
- Other financial planning software as needed
- .
If you were eligible to this vacancy, please give us your resume, with salary requirements and a resume to Snelling Professional Search.
Interested on this vacancy, just click on the Apply button, you will be redirected to the official website
This vacancy starts available on: Sun, 20 Oct 2013 10:11:29 GMT
Apply Financial Services Sales Assistant Here