Senior Sales Assistant

Wright-Patt Credit Union Inc.; Beavercreek (OH); On-site; USD 42,000 - 62,000; Full time

Job summary

Wright-Patt Credit Union in Beavercreek, OH is seeking a Senior Sales Assistant to support Senior Financial Advisors by handling administrative tasks, client inquiries, and scheduling.

The role focuses on delivering compliant service to member-owners, coordinating referrals, and acting as a liaison for marketing and operations, ensuring advisors can meet with members.

This on-site position offers exposure to financial services and risk controls while supporting growth in member relationships.

Responsibilities

• Provides administrative and operations support to the Financial Advisor to include processing paperwork, processing transactions, gathering, and preparing information, resolving problems and other activities to help keep the Financial Advisor in front of member-owners.
• Assists member-owners via face-to-face and telephone service to answer questions and provide information.
• Coordinates the Financial Advisor’s appointment schedule through setting appointments and managing the member center referral system.
• Acts as lead sales assistant by providing guidance to sales assistance and operations support to the Division Manager and acting as the operations backup to the Division Manager.
• Acts as marketing coordinator for Financial Advisors.
• Coordinates regulatory compliance for the Financial Advisor through tracking and resolving compliance related issues.

Job description

The Senior Sales Assistant (SSA) is responsible for helping Senior Financial Advisors (primarily) and Financial Advisors (on a limited basis) increase production by performing support services so that the Financial Advisor can spend their time meeting with member-owners. This includes the service of member-owners and existing accounts, performance of clerical tasks, providing administrative, compliance and marketing support. The SSA strives to deliver an ever-increasing level of service and economic value to member-owners.

• 1) Provides administrative and operations support to the Financial Advisor to include processing paperwork, processing transactions, gathering, and preparing information, resolving problems and other activities to help keep the Financial Advisor in front of member-owners. Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed.Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (30%)
• 2) Assists member-owners via face-to-face and telephone service to answer questions and provide information. (30%)
• 3) Coordinates the Financial Advisor’s appointment schedule through setting appointments and managing the member center referral system. (20%)
• 4) Acts as lead sales assistant by providing guidance to sales assistance and operations support to the Division Manager and acting as the operations backup to the Division Manager. (10%)
• 5) Acts as marketing coordinator for Financial Advisors. (5%)
• 6) Coordinates regulatory compliance for the Financial Advisor through tracking and resolving compliance related issues. (5%)