Senior Sales Assistant: Advisor Support & Client Service

Wright-Patt Credit Union Inc.

Beavercreek (OH)

Vor Ort

USD 42.000 - 62.000

Vollzeit

Vor 3 Tagen

Sei unter den ersten Bewerbenden

Eine vollständige Bewerbung in einer Minute

Maßgeschneiderter Lebenslauf und Anschreiben – versandbereit.

Schaffe es an den ATS-Filtern vorbei

Zusammenfassung

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.

Aufgaben

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.

Jobbeschreibung