Sales Support Professional

1 day ago


Westwood, Kansas, United States Windward Capital Management Company Full time
Job Overview

We are seeking a highly skilled Registered Sales Assistant to join our team at Windward Capital Management Company in West Los Angeles, California. As a Registered Sales Assistant, you will play a vital role in servicing clients and supporting the CEO and registered representatives in their daily activities.

The ideal candidate will have 2-5 years of experience working in a back-office capacity for an RIA or broker-dealer, with expertise in Advent/Moxy or other portfolio management systems. You should also possess excellent communication skills, both written and verbal, and be able to work well in a team environment.

Salary: $60,000 - $80,000 per year, based on experience

Responsibilities
  • Assist the CEO and registered representatives in servicing clients on a daily basis
  • Set up meetings and respond to customer inquiries/requests
  • Prepare presentation packages for client meetings
  • Enter trade orders and release them accordingly
  • Perform other back office operations and office administration tasks


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