Financial Planning Assistant
3 weeks ago
We are seeking a highly skilled and organized Sales Assistant to join our team at Lincoln Investment. As a Sales Assistant, you will play a crucial role in supporting our financial advisors and clients in a fast-paced and dynamic environment.
Key Responsibilities:
- Provide exceptional customer service to clients and advisors via phone and email
- Assist with client servicing, including account inquiries, changes, and updates
- Prepare and submit client paperwork and financial transactions
- Monitor and respond to incoming and outgoing mail
- Document client interactions using our Client Relationship Management (CRM) system
- Assist with scheduling client appointments and preparing performance reports
- Other projects and tasks as assigned
Requirements:
- Series 6/7 and 63/66 FINRA registrations preferred
- Customer service experience required
- Word processing and spreadsheet experience required
- Organizational and time management skills, including the ability to manage multiple priorities
- Preferably securities registration with at least 2 years of previous experience in a sales support role or the equivalent combination of education and experience
Benefits:
- Retirement plan offered with 4% match
- Health insurance
About Us:
Lincoln Investment is a leading independent broker dealer and registered investment advisor, recognized as one of Philadelphia's Top Workplaces for the last ten years. We offer a dynamic and supportive work environment, with a focus on helping people retire well and promoting success.
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Financial Planning Assistant
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Knightdale, North Carolina, United States Lincoln Investment Full timeJob OverviewLincoln Investment, a leading independent broker dealer and registered investment advisor, is seeking a highly skilled Sales Assistant to join their team. This role is ideal for a motivated and organized individual who can provide exceptional customer service and support to financial advisors and clients.The successful candidate will be...
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Knightdale, North Carolina, United States Lincoln Investment Full timeJob OverviewLincoln Investment, a leading independent broker dealer and registered investment advisor, is seeking a highly skilled Sales Assistant to join their team. This role is ideal for a detail-oriented and organized individual who can provide exceptional client service and support to financial advisors.Key Responsibilities:Client Contact: Respond to...
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