Brokerage Client Services Pro for Financial Advisors

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance & disability

401k plan and paid time off

Job summary

Truist Financial Corporation in Raleigh, North Carolina is seeking a detail-oriented Financial Services Administrative Assistant to support Financial Advisors with client servicing, scheduling, and operational tasks in an in-office role.

Responsibilities include preparing financial plans, processing trades and client inquiries, managing calendars, data entry in SalesForce, preparing forms, and ensuring compliance with authentication standards while delivering professional service to clients and

Qualifications

• Bachelor's degree or equivalent experience and related training.
• Experience in the securities industry and/or a sales assistant role.
• Knowledge of securities markets and brokerage accounts.
• Knowledge of annuity product features.
• FINRA SIE, Series 7 and Series 66 licenses; licenses may be obtained within 365 days.
• Excellent telephone and client interaction skills.
• Strong time management and professional communication abilities.
• Ability to work independently and interpret complex information.
• Proficiency in basic computer applications.

Responsibilities

• Assist Financial Advisors in servicing clients and preparing financial plans.
• Receive and place orders; respond to market information queries and order features.
• Process corporate actions when licensed accordingly.
• Schedule, coordinate events, enter data in Salesforce, and manage admin tasks.
• Manage advisor calendars to maximize productivity.
• Identify sales opportunities based on internal and bank leads.
• Provide operational guidance to Advisors.
• Ensure new business paperwork is completed with signatures and submission.
• Authenticate high risk transactions and maintain security standards.
• Maintain a professional environment and positive impression.
• Process operational requests and coordinate reports with Advisors.
• Support branch needs and coordinate with teams on reports and distributions.

Skills

Telephone skills

Time management

Professional communication

Self-directed work style

Education

Bachelor's degree or equivalent experience

Bachelor's degree in business/finance (preferred)

Tools

Microsoft Office

Salesforce

Job description

Truist Financial Corporation in Raleigh, North Carolina is seeking a detail-oriented Financial Services Administrative Assistant to support Financial Advisors with client servicing, scheduling, and operational tasks in an in-office role.

Responsibilities include preparing financial plans, processing trades and client inquiries, managing calendars, data entry in SalesForce, preparing forms, and ensuring compliance with authentication standards while delivering professional service to clients and