Sales Assistant

4 hours ago

Whitewater, United States Cetera Investment Services LLC Full time

The Sales Assistant is the central contact for procedural and operational issues, communicating these issues through appropriate channels and supporting the overall efforts of the Advisor, the financial institution and Cetera Financial Institutions.


Processing:

  • Reviewing each transaction for accuracy, completeness and compliance issues
  • Maintaining a record of all transactions processed by means of the control measures required by the company i.e., daily blotter
  • Handling and correcting transactions which are inaccurate or missing information. This should include any written and/or verbal communication with the Advisor to resolve the problem, before the business is sent to the Designated Supervisor
  • Ongoing training of Advisor on operational issues
  • Answering questions from the Designated Supervisor, Sales Manager, other program staff, bank management, other bank personnel, and clients.


Office Administration:

  • Maintaining inventory of office supplies, marketing materials (excluding prospectus and point of sale literature from mutual fund vendors), new business forms, and business cards
  • Communicating reorder requests to the appropriate manager
  • Knowing status of all requested materials
  • Processing trades in a timely manner and forwarding them to the Designated Supervisor for processing
  • Assist in following up on suspended trades to resolve the problem(s) so the trade can be processed and forwarded to the Designated Supervisor
  • Preparing notes or cover memos to attach to new business for clarification on unusual trades and follow-up on any unresolved issues
  • Knowing what has been processed and the status of each trade

Financial Advisor Support:

  • Providing information on completing paperwork i.e., how to set up new accounts, unusual trade documentation, changes to existing accounts
  • Provide clarification of program procedures
  • Providing employment and licensing paperwork to new Advisor, reviewing it once complete and forwarding it to appropriate individuals at the home office for processing
  • Attendance on all sales meetings


Telemarketing:

  • Assist Advisor with telemarketing efforts
  • Calling existing customer base to develop:
  • New business
  • Cross referrals
  • Deliver high degree level of customer service
  • Calling supplemental lists to make appointments for the Advisor


Requirements:

  • Bachelor's Degree (preferred)
  • Strong interpersonal skills and ability to work with wide range and diverse group of bank personnel and customers
  • Must be dependable, accurate in completing responsibilities with strong attention to detail and strong organizational skills
  • Must exercise good judgment, accept responsibility and handle confidential information



If you are interested in this position, please attach a copy of your resume with your application.

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