Financial Sales Assistant

AmeriServ Financial Bank; Johnstown (Cambria County); On-site; USD 32,000 - 42,000; Full time

Job summary

AmeriServ Financial Bank seeks an administrative assistant to support Financial Advisors and the VP/Program Manager in daily tasks. This role emphasizes appointment setting, client data handling, and coordination of client reviews and onboarding processes.

You will maintain accurate records in the CRM, assist with marketing material preparation, and help ensure licensing and continuing education for the advisory team.

Qualifications

• Post high school education certificate or diploma in business/administrative field required.
• Associate's Degree preferred.
• One year of financial industry experience required.

Responsibilities

• Establish appointments with existing clients and potential new clients for business development.
• Schedule and prepare for all client reviews including financial planning.
• Schedule and prepare for new client meetings by obtaining financial information for the Financial Advisors.
• Assist with onboarding new clients, ensuring that necessary documents have been completed accurately by the client.
• Update and maintain the electronic software with meeting notes, client calls, and all activity pertaining to clients.
• Maintain client tasks in a CRM system and update account information when necessary.
• Assist the Financial Advisors in the preparation of marketing materials.
• Maintain a good working relationship with the branch network to allow for continuous referrals of leads.
• Ensure that licensing, registrations, and continued education is up to date for the Financial Advisors.
• Input trade requests as directed by the Financial Advisors for brokerage/advisory accounts.

Skills

Communication

MS Office

Deadline Driven

Analytical Skills

Ethical Conduct

Multitasking

Education

Associate's Degree in business/administrative field

Tools

Microsoft Word

Excel

PowerPoint

Job description

Summary Objective

Assists the Financial Advisors and VP/Program Manager & Financial Advisor in their day-to-day duties.

Essential Functions

• Establish appointments with existing clients and potential new clients for business development.
• Schedule and prepare for all client reviews which include financial planning.
• Schedule and prepare for new client meetings by obtaining financial information for the Financial Advisors.
• Assist with onboarding new clients, ensuring that necessary documents have been completed accurately by the client.
• Update and maintain the electronic software with meeting notes, client calls, and all activity pertaining to clients.
• Maintain client tasks in a CRM system and update account information when necessary.
• Assist the Financial Advisors in the preparation of marketing materials.
• Maintain a good working relationship with the branch network, and other areas of the bank, to allow for the continuous referring of leads.
• Ensure that licensing, registrations, and continued education is up to date for the Financial Advisors.
• Input trade requests as directed by the Financial Advisors for brokerage/advisory accounts.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Supervisory Responsibility

This position requires no supervision of employees.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The employee is frequently required to: 1) Type or otherwise work with fingers; 2) Talk expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers or clients accurately, loudly, or quickly; 3) Hearing, perceiving the nature of sounds at normal speaking levels with/without correction. Ability to receive detailed information through oral communication and make the discriminations in sound; 4) Specific vision abilities required by this job include viewing a computer monitor, extensive reading, along with travel as required. Sedentary work with some walking and standing; may require occasionally lifting of up to 10 pounds and/or move up to 25 pounds.

Travel

No travel is required.

Competencies

• Strong Communication Proficiency (Written and Oral)
• Computer Skills - Microsoft Word, Excel, and PowerPoint
• Deadline Oriented
• Strong Analytical Skills
• Ethical Conduct
• Ability to Multitask in a Fast-Paced Environment

REQUIRED EDUCATION And EXPERIENCE

Post high school education certificate or diploma program in a business, administrative assistant or related field required; an Associate's Degree in business, administrative assistant or related field preferred. (1) one year of financial industry experience required.