Administrative Assistant, Sales

9 hours ago

Horsham, United States Lincoln Investment Full time
Administrative Assistant - Sales Assistant (Onsite, Horsham, PA)

Basic Function: Provide administrative and clerical support to financial representative(s). This position requires excellent customer service skills to provide support to the advisor (and clients) in a reliable, efficient, and professional manner. Series 6 or 7 required (which may be obtained within 6 months of employment and is a condition of continued employment). This position requires onsite work four days per week.

Responsibilities:

Client Servicing
  • Ensure that clients are promptly, courteously, and professionally serviced and their questions and problems effectively resolved.
  • Responsible for client contact which includes communication by phone and email
  • Document client interactions via CRM
  • Assist clients with service needs, including general account questions, account changes, loans, and withdrawals
  • Keep financial representative informed of any client issues of significant concern
  • Ensure that more complex questions are referred to the financial representative promptly; convey information back to clients when appropriate
  • Prepare and submit client paperwork and financial transactions
  • Ensure that sales opportunities are forwarded to the financial representative
Appointment Preparation
  • Prepare client information
  • Schedule appointments based on financial representative/client requests
  • Post appointment follow up, including summary correspondence, additional paperwork to client, and paperwork review
Paperwork
  • Review paperwork for accuracy and submit for processing
  • Follow up on submitted paperwork and work with home office to resolve any problems
  • Escalate operational issues to branch administrator and advise of any trends regarding errors
  • Generate paperwork for loan request and send to client
  • Follow up with client on outstanding paperwork
  • Submit correspondence and sales material to compliance for review
Other/General
  • Responsible for executing marketing tasks, including monthly newsletters, and greeting cards
  • Draft correspondence
  • Maintain financial representative calendar
  • Seminar preparation
  • Monitor incoming and outgoing mail
  • Stay apprised on industry and company rules and regulations
  • Attend branch operations meetings and sales assistant conferences, as needed
  • Other projects & tasks as assigned
Knowledge/Experience:
  • At least 2 years of previous experience in a sales support role, or similar
  • Customer service experience
  • Knowledge of mutual funds and retirement plans
Education/Training:
  • Bachelor's degree in a related field or the equivalent combination of education and/or experience preferred.
  • Series 6 or 7 required (which may be obtained within 6 months of employment and is a condition of continued employment).
Skills Required:
  • Ability to develop strong client relationships
  • Excellent oral and written communication skills
  • Extremely organized and detail-oriented
  • Ability to work independently
  • Problem solver and critical thinker
  • Ability to anticipate client and advisor needs
  • Capable of working under deadlines
  • Ability to do research to answer questions

Software Used: Albridge, Broadridge, Investment and Insurance company websites, MS Office Suite, eMoney Financial Planning software

Physical/Other Requirements: May sit at workstation for extended periods of time. May view computer screen for extended periods of time. Periods of fast pace are typical when meeting deadlines.

Lincoln Investment recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia.

Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.

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