Sales Assistant

Citizens National Bank; Meridian (MS); On-site; USD 30,000 - 42,000; Full time

Job summary

Citizens National Bank in Meridian, MS seeks a Sales Assistant to support Raymond James client services and sales processes. The role covers administration, client service and reporting to ensure accurate, timely processing.

You will handle correspondence, prepare proposals and account applications, assist in compliance, and help maintain organized documentation while working with a team in a professional office environment.

Qualifications

• High School Graduate or GED.
• Effective time management and organizational skills.
• Strong verbal and written communication skills.
• Proficient in Excel and Microsoft Word.
• Effective interpersonal skills.
• Ability to manage confidential information.
• Must be able to work in a team environment.
• Must be able to multi-task.

Responsibilities

• Answer telephone calls.
• Process and manage mail.
• Schedule appointments.
• Manage client communications [social media, mass e-mail, correspondence & reports].
• Prepare any documents to be overnighted for process by Raymond James home office.
• File documents as required
• Greet clients.
• Prepare client proposals.
• Prepare client account applications & open accounts.
• Mutual fund linking - Breakpoints and Direct Accounts.
• Deposit and post client checks/contributions.
• Enter and process client disbursements.
• Client account maintenance.
• Assist in the organization of account documentation and workflow.
• Manage documents due report.
• Monitor cash reports.
• Prepare referral report and update sales system.
• Prepare Excel spreadsheets & Word documents.
• Adhere to regulatory requirements.
• Assist in compliance / regulator audits and examinations.
• Ensure account information is entered and managed in a reliable and timely fashion.
• Assist with gathering required documents and processes required by auditors.
• Cross train on other functions to ensure department stability as needed.
• Participate in all required meetings and any educational training required.

Skills

Time management

Organizational skills

Verbal communication

Written communication

Microsoft Excel

Microsoft Word

Interpersonal skills

Confidential information handling

Team player

Multitasking

Education

High School Graduate or GED

Post High School Education or 1 year of related experience

Tools

Excel

Microsoft Word

Job description

Classification: Non-Exempt

Reports to: Brokerage Operations & Client Services Manager

Summary/Objective

The Sales Assistant is responsible for the client and sales support of Raymond James clients.

Primary Functions

1. Administration

• Answer telephone calls.
• Process and manage mail.
• Schedule appointments.
• Manage client communications [social media, mass e-mail, correspondence & reports].
• Prepare any documents to be overnighted for process by Raymond James home office.
• File documents as required

2. Client Service

• Greet clients.
• Prepare client proposals.
• Prepare client account applications & open accounts.
• Mutual fund linking - Breakpoints and Direct Accounts.
• Deposit and post client checks/contributions.
• Enter and process client disbursements.
• Client account maintenance.
• Assist in the organization of account documentation and workflow.

3. Reports

• Manage documents due report.
• Monitor cash reports.
• Prepare referral report and update sales system.
• Prepare Excel spreadsheets & Word documents.

4. Compliance

• Adhere to regulatory requirements.
• Assist in compliance / regulator audits and examinations.

5. Ensure account information is entered and managed in a reliable and timely fashion.

Secondary Functions

1. Assist with gathering required documents and processes required by auditors.
2. Cross train on other functions to ensure department stability as needed.
3. Participate in all required meetings and any educational training required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Supervisory Responsibility

None

Work Environment

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

Physical Demands

1. Prolonged periods working at a desk

Position Type/Expected Hours of WorkThis is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m.

TravelMinimal travel is expected for this position.

Required Education and Experience

1. High School Graduate or GED.
2. Effective time management and organizational skills.
3. Strong verbal and written communication skills.
4. Proficient in Excel and Microsoft Word.
5. Effective interpersonal skills.
6. Ability to manage confidential information.
7. Must be able to work in a team environment.
8. Must be able to multi-task.

Preferred Education and Experience1. Post High School Education or 1 year of related experience.

2. Work experience in a brokerage firm.

Other Duties 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.