Financial Sales Support Specialist

6 days ago


Grand Rapids, Michigan, United States SGS Technologie Full time

We are seeking a highly skilled and experienced Registered Sales Assistant to join our team at SGS Technologie.

Job Description

This is a full-time onsite role with a fixed schedule of 8:30 AM - 5:00 PM, Monday through Friday. The ideal candidate will have excellent communication skills, be proactive, and possess advanced knowledge in financial services sales assistance.

The successful candidate will provide top-notch support to financial advisors, ensure efficient and quality client service, and maintain accurate records and files.

  • Responsibilities include interacting daily with clients via phone and in-person, soliciting orders, researching client information, processing documentation, and preparing letters and spreadsheets.
  • The role also involves maintaining databases, creating reports using portfolio software, assisting with marketing efforts, and participating in cross-training sessions.

We are looking for a detail-oriented individual with excellent analytical skills, the ability to multitask, and a strong understanding of investment concepts, practices, and procedures.

A minimum of an Associate's Degree and 1-5 years of experience in sales assistance are required. Licenses such as Series 7, 63, or 66 are highly preferred.

What We Offer

This is a fantastic opportunity to work with a dynamic team, develop your skills, and advance your career in the financial industry.

We offer a competitive salary of $60,000 per annum, based on the location and the level of experience. In addition, we provide a laptop, opportunities for extension or conversion, and a chance to work with a well-established company in the field.



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