Sales And Marketing Assistant

6 days ago

Olympia, United States Olympia Federal Savings Full time

Description

OlyFed employees love the places we work and the communities we serve. In addition to a generous benefit package and opportunities for career growth, OlyFed employees are able to boast about working for an organization with a positive reputation and a proven commitment to our communities.

OlyFed prides itself on a history of personal, high-quality service to our customers and community. The spirit of giving is built into our charter and culture. Each year we dedicate more than 10% of our revenues to community support. In addition to corporate financial contributions, our employees extend the policy of community involvement by donating their time and talents.

We are looking or a Sales and Marketing Assistant to join our team The Sales and Marketing Assistant will assist the Financial Advisor with marketing initiatives, coordinate internal referral programs, promote seminars, conduct research, send routine letters, process transactions, and manage client relationships. Assist the Marketing Department with event management, community outreach, customer communications, and digital/social media promotions.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • First point of contact for client questions and setting appointments.
  • Foster client relationships to build trust and facilitate referrals. Assist with questions.
  • Prepare client reviews, financial projections, and illustrations.
  • Review transactions for accuracy, completeness, and compliance.
  • Maintain a record of all transactions processed per required control measures.
  • Gather, track, monitor, and maintain information and status from various sources. Assist with submission of due diligence reports and account opening documentation.
  • Compliance with necessary rules, regulations, and policies.
  • Develop internal training tools for Branches and Departments.
  • Produce advertising collateral and execute client mailings, adhering to Cetera compliance.
  • Plan and coordinate events with Advisor and Marketing team.
  • Proactively seek opportunities to deepen relationships and market share.
  • Develop annual schedule and agenda for external marketing campaigns.
  • Represent OFS Financial and OlyFed at community outreach events by networking, creating referral partner relationships, and building a pipeline of prospective clients.
  • Maintain inventory supply. Communicate reorder requests.
  • Organize travel arrangements for Advisor. Compile and submit expense reports.
  • Process trades and forward to designated supervisor for processing. Stay informed on status of trades. Assist with following up on suspended or unusual trades to resolve issues
  • Other duties and projects as assigned.

Requirements

KNOWLEDGE, SKILLS AND ABILITY REQUIREMENTS:

  • Investments, insurance, trusts, bank products, and financial planning.
  • Excellent public and customer relations skills to effectively communicate with internal and external customers, maintain confidence, and determine needs and requirements.
  • Excellent proofreading skills and attention to detail.
  • Work both independently with minimal supervision and in a team environment.
  • Work a flexible schedule, occasionally outside of normal business hours.
  • Organizational skills and composure. Flexibility and adaptability to prioritize a fluctuating workload in a customer-driven environment.
  • Exercise customer confidentiality and discretionary judgment.
  • Proficiency in basic computer programs with ability to learn new software.
  • Travel to and work from multiple branch and community locations.
  • Read, write, speak, and understand English well. Perform basic calculations.
  • Maintain knowledge of Cetera and Association policies, products, and services, and applicable Association Policies and Federal Regulations.

QUALIFICATIONS:

  • Requires High school diploma, GED, or equivalent skills.
  • Previous experience in the financial industry, such as bank, credit union, insurance sales, or financial planning, preferred.
  • Series 6 or 7 and 65 or 66 preferred.
  • Must be bondable.

PHYSICAL DEMANDS & WORK ENVIRONMENT/CONDITIONS:

Duties are performed in usual office conditions. Ability to operate standard office equipment including personal computer, standard keyboard, 10-key calculator and work a standard shift with repetitive wrist and hand movements. Ability to talk and hear. Ability to stand or sit for extended periods of time. Occasionally lift, move or carry items up to 15 lbs. Ability to concentrate on the matter at hand, under sometimes distracting work conditions. Requires manual dexterity and handling ability. Use hands and arms to finger, handle, grab and reach. Specific vision abilities including close vision and the ability to adjust focus. Work may involve eyestrain due to constant use of computer screens. Occasional walking, kneeling, stooping, crouching, and bending. Ability to be mobile office-wide for various business needs.

Employees are covered by medical, dental, vision, basic life insurance and long-term disability. Voluntary benefit coverage includes life insurance, AD&D, legal, accident, critical illness, hospital indemnity, and FSA. Options for family coverage are available. Employees can enroll in our company‘s 401k plan. We offer immediately vested 5% 401k match, as well as profit sharing, and an annual incentive bonus. Full time employees will receive the following paid time off per month: 6.67 hours of vacation leave and 8 hours of sick leave. In addition, the following paid time off per year: 11 paid holidays; a float holiday; a birthday holiday; 24 wellness hours; 16 volunteer hours. Modified for part-time employees.

Olympia Federal Savings is an Equal Opportunity Employer and affirmative action employer. EOE AA M/F/Vet/Disability: EEOC Legal Poster

If you require a reasonable accommodation to complete the application process, please contact Human Resources at .

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