Sales Assistant

4 weeks ago


Sacramento, California, United States Atria Wealth Solutions Full time
Job Description

At Atria Wealth Solutions, we are seeking a highly skilled Sales Assistant to join our team in the Sacramento, CA area. As a Sales Assistant, you will play a crucial role in providing exceptional member service and sales support for our Investment & Insurance Services group.

Responsibilities
  • Coordinate with Financial Advisors and branch staff on referral reports, meetings, and other investment and financial services-related training.
  • Conduct research on client and security information while maintaining and updating members' brokerage accounts, securities, and mutual funds.
  • Research and follow up on client documentation for proper maintenance of the accounts.
  • Analyze reports and statements to determine and offer appropriate solutions, options, and resources to members, Financial Advisors, and staff.
  • Prepare letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
  • Ensure overall professional appearance, including work area, over the phone or in face-to-face contact with members, other employees, or vendors.
  • Follow up on any appointment leads (branch referrals, website, seminars, etc.).
  • Calls clients and prospects and makes appointments for the representative.
  • Processes incoming client mail, paperwork, and other items to support the representative.
  • Assists representative with back-to-representative service items.
  • Maintains calendar for the representative.
  • Performs service duties for representative, which may include monitoring assigned representatives' emails and voicemails for follow-up items, which may include prioritizing emails and voice mails, scheduling related appointments, and/or conducting the necessary follow-up to the emails or voice mails.
  • Works with compliance to administer and track any advertising approvals as needed.
  • Prospects for clients within clearly defined markets.
  • Manages scheduling, planning, and tracking of attendees for seminars and workshops.
  • Assists Financial Advisor with travel arrangements and other travel-related items.
  • Fosters and supports relationships with clients.
  • Listens effectively and empathetically to Financial Advisor, prospects, and clients, gathering facts, making written notes when appropriate, and analyzing total needs of the client or representative.
  • Works closely with other personnel and assistants to build program.
  • Supports entire program and pitches in when other assistant(s) are out, if applicable.
  • Sets and keeps consistent office hours.
  • Supports Atria Wealth Solutions Mission and Corporate Values.
  • Other projects and duties may be assigned.
  • Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Atria Wealth Solutions' policies and procedures.
Qualifications
  • AA degree in Business preferred or equivalent.
  • At least two (2) years of job-related work experience.
  • Occasional travel to branch locations. Must have a valid CA Class C license.
  • Familiarity with financial and investment terms, products, and markets preferred.
  • Proficient in MS applications such as Word, PowerPoint, Excel.
  • Proficient in Financial program software such as Unio or NetX Pro.
  • Strong communication skills/proficiency.
  • Bilingual, in both written and oral, a plus.
Compensation
Target Base Pay: $22.00 - $23.00 / per hour

We Offer
Physical Health:
  • Exceptional Medical, Dental, Vision, and Life Insurance benefits
  • Onsite fitness center at HQ and rewards for completing wellness-related activities
Financial Health:
  • Competitive compensation packages with bonus opportunity
  • 401(k) with 3% Safe Harbor and 5% employer match
  • Discounts on loan products
  • Tuition reimbursement
Emotional Health:
  • Employee Assistance Program (EAP)
  • PTO for part-time and full-time positions
  • Paid holidays
Personal Development:
  • On-the-job training and skills development
  • Internal transfer opportunities for career growth
  • Volunteer work
  • Flexible work arrangements available for specific positions

Atria Wealth Solutions is an Equal Opportunity Employer including individuals with disabilities and protected veterans

**Representatives are employed by Atria Wealth Solutions and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit www.cusonet.com.

CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable, 25-year track record of serving the investment needs of credit unions and their members. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.

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