Wealth Management Sales Support Associate

LEGEND WEALTH MANAGEMENT LLC; Town of Amherst (NY); Vor Ort; USD 40.000 - 56.000; Vollzeit

Benefits dieser Stelle

401(k)

Employee discounts

Health insurance

Paid time off

Zusammenfassung

Legend Wealth Management LLC in Amherst, NY is seeking a motivated Financial Sales Assistant to join a growing team supporting the sales and advisor staff. You will handle daily administrative tasks, prepare client proposals, and maintain client communications to ensure a seamless experience.

Ideal candidates have 1+ years in financial services or sales support, strong MS Office and CRM skills, and excellent customer service. Licensing (Series 6/7/63) is a plus or willingness to obtain one.

Qualifikationen

• 1+ years of experience in financial services, sales support, or a related field preferred.
• Strong knowledge of financial products, wealth management, or investment services is a plus.
• Excellent communication, interpersonal, and customer service skills.
• Proficiency in Microsoft Office Suite and CRM software.
• Highly organized with strong attention to detail and ability to multitask.
• Series 6, 7, or 63 license is a plus, or willingness to obtain license.

Aufgaben

• Support financial advisors and sales team with daily administrative and client service tasks
• Assist in preparing financial proposals, presentations, and client reports
• Manage client communications, scheduling, and follow-ups to ensure a seamless client experience
• Maintain and update CRM systems with accurate client data and activity records
• Assist with prospecting efforts, lead generation, and new client onboarding
• Process financial documents, applications, and account paperwork in compliance with regulations
• Coordinate with internal teams to ensure timely execution of client requests and transactions

Kenntnisse

Excellent communication

Interpersonal skills

Customer service

Self-starter

Team-oriented mindset

Tools

CRM software

Microsoft Office Suite

Jobbeschreibung

Legend Wealth Management LLC in Amherst, NY is seeking a motivated Financial Sales Assistant to join a growing team supporting the sales and advisor staff. You will handle daily administrative tasks, prepare client proposals, and maintain client communications to ensure a seamless experience.

Ideal candidates have 1+ years in financial services or sales support, strong MS Office and CRM skills, and excellent customer service. Licensing (Series 6/7/63) is a plus or willingness to obtain one.