Wealth Management Sales Support Specialist
3 weeks ago
Job Title: Sales and Administrative Support Associate
Company: M&T Bank
Location: Baldwinsville, New York, United States of America
Overview: Deliver administrative and sales assistance to Financial Advisors within a specified branch or area.
Key Responsibilities:
- Enhance customer relations by managing inquiries and follow-up communications with clients.
- Support sales initiatives by preparing promotional materials and facilitating client onboarding processes.
- Organize sales meetings, events, and travel logistics.
- Handle documentation and transactions as required.
- Generate regular sales reports and assist with audit and compliance functions.
Scope of Responsibilities: Operate under direct supervision, engaging with both internal and external stakeholders for necessary information.
Education and Experience: Associate's degree or equivalent experience is preferred, particularly in sales or administration, along with a Series 99 license.
Compensation: The hourly pay rate is $32.32 (USD), based on the candidate's skills and experience.
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