Wealth Management Sales Support Specialist

3 weeks ago


Baldwinsville, New York, United States M&T Bank Full time

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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