Investment Sales Assistant
5 days ago
We are seeking a highly skilled Investment Sales Assistant to join our team at Atria Wealth Solutions. As a key member of our financial services team, you will play a critical role in supporting our Financial Advisors and helping to build strong relationships with our clients.
About the Role:
- Provide exceptional support to our Financial Advisors, including coordination of client meetings, processing of paperwork, and maintenance of accurate records.
- Assist in the development and implementation of business strategies to drive sales growth and revenue.
- Collaborate with internal teams to ensure seamless delivery of financial services and products.
- Build and maintain strong relationships with clients, providing exceptional customer service and support.
- Stay up-to-date on industry trends and developments, and provide insights and recommendations to our Financial Advisors.
Key Responsibilities:
- Client Service:
- Provide exceptional customer service to clients, responding to inquiries and resolving issues in a timely and professional manner.
- Coordinate client meetings and appointments, ensuring seamless communication and follow-up.
- Business Development:
- Assist in the development and implementation of business strategies to drive sales growth and revenue.
- Collaborate with internal teams to identify new business opportunities and develop targeted marketing campaigns.
- Operations:
- Process and maintain accurate records, including client data and financial transactions.
- Coordinate with internal teams to ensure seamless delivery of financial services and products.
Requirements:
- Minimum 2 years of experience in a support, sales, or administrative capacity in a financial services environment.
- Excellent organizational and communication skills, with the ability to work effectively in a fast-paced environment.
- College degree preferred, with a focus on finance, business, or a related field.
- Series 7 and 63 FINRA licenses a plus, with the ability to obtain licenses as required.
What We Offer:
- A dynamic and supportive work environment, with opportunities for professional growth and development.
- A competitive salary and benefits package, including health insurance, retirement plan, and paid time off.
- The chance to work with a leading financial services company, with a strong reputation for excellence and integrity.
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