Financial Service Sales Assistant

Jobtailor; Oregon (WI); On-site; USD 42,000 - 54,000; Full time

Job summary

Jobtailor is seeking an administrative assistant to provide support to one or more Financial Advisors in a fast-paced office environment. You will organize filing systems, coordinate calendars, prepare correspondence, and assist with client support and time management.

The role requires 3+ years in financial services, strong knowledge of investment concepts, and high proficiency with Microsoft Office. You will handle confidential information and manage multiple tasks with independence.

Qualifications

• 3 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, transaction types, and securities clearing systems
• Highly proficient with Microsoft Office Suite
• Self-starter with initiative
• Able to work independently or with limited supervision while working closely with clients and Financial Advisors
• Able to prioritize and effectively manage multiple tasks at once
• Strong data entry, reading, and comprehension skills
• Ability to process confidential work

Responsibilities

• Provide administrative and operational support for Financial Advisor(s).
• Organize filing systems and coordinate schedules.
• Prepare correspondence and documents.
• Assist Financial Advisors with client support and time management.
• Process confidential information.
• Maintain and service client accounts.
• Follow up on missing paperwork and process new accounts.
• Maintain the client and mailing database.
• Update Financial Advisors' calendars.
• Research and resolve problems for clients.
• Complete department projects and maintain the client scanning system.

Skills

Investment concepts

Data entry

Independent work

Task prioritization

Client account management

Microsoft Office Suite

Self-starter

Tools

Client Scanning System

Filing Systems

Mailing Database

Job description

• Provide administrative and operational support for one or more Financial Advisor(s)
• Organize filing systems and coordinate schedules
• Prepare correspondence and documents
• Assist Financial Advisors with client support and time management
• Process confidential information
• Maintain and service client accounts
• Follow up on missing paperwork and process new accounts
• Maintain the client and mailing database
• Update Financial Advisors' calendars
• Research and resolve problems for clients
• Complete department projects and maintain the client scanning system

Requirements

• 3 years of experience as an assistant in the financial services industry or a related field (Required)
• Subject matter expert in investment concepts and terminology, including investment vehicles, transaction types, and securities clearing systems
• Highly proficient with Microsoft Office Suite
• Self-starter with initiative
• Able to work independently or with limited supervision while working closely with clients and Financial Advisors
• Able to prioritize and effectively manage multiple tasks at once
• Strong data entry, reading, and comprehension skills
• Ability to process confidential work

Core Competencies

Demonstrates expertise in investment concepts and terminology while providing comprehensive administrative support to Financial Advisors. Proficient in managing client accounts, processing confidential information, and utilizing Microsoft Office Suite effectively.

Highest-signal resume keywords

• 3 Years Experience In Financial Services
• Investment Concepts And Terminology Expertise
• Microsoft Office Suite Proficiency
• Strong Data Entry Skills
• Client Account Management

ATS Optimization Keywords

Hard Skills

• Investment Vehicles
• Transaction Types
• Securities Clearing Systems
• Data Entry
• Document Preparation

Soft Skills

• Self-Starter
• Initiative
• Independent Work
• Task Prioritization
• Problem Resolution

Industry Keywords

• Financial Advisor Support
• Client Account Maintenance
• Confidential Information Processing

Tools & Technologies

• Client Scanning System
• Filing Systems
• Mailing Database