Client-Focused Financial Services Sales Assistant II

Columbia Banking System; Salem (OR); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) match

Paid vacation & holidays

Volunteer days

Mental health resources

Identity theft protection

Job summary

Columbia Bank in Salem, OR is seeking a Financial Services Sales Assistant II to provide administrative and operational support for one or more Financial Advisors. You will answer calls, organize filing systems, coordinate calendars, and prepare correspondence and documents.

You will process new accounts, maintain client information, handle daily processing, and assist with investment directions. Requires 3 years in financial services, proficiency with Microsoft Office, and the ability to work

Qualifications

• Three years of experience as an assistant in the financial services industry or a related field.
• Subject matter expert in investment concepts and terminology, including investment vehicles and securities clearing systems.
• Proficient with Microsoft Office Suite and strong data entry/reading comprehension.

Responsibilities

• Answer incoming calls and organize filing systems and schedules for Financial Advisors.
• Prepare correspondence and documents and process confidential information.
• Process new accounts and files and balance settlement account and trade blotters.
• Maintain client databases and support client events and communications.

Job description

Columbia Bank in Salem, OR is seeking a Financial Services Sales Assistant II to provide administrative and operational support for one or more Financial Advisors. You will answer calls, organize filing systems, coordinate calendars, and prepare correspondence and documents.

You will process new accounts, maintain client information, handle daily processing, and assist with investment directions. Requires 3 years in financial services, proficiency with Microsoft Office, and the ability to work