Financial Services Assistant

9 hours ago


Carpinteria, California, United States PlanMember Financial Corporation Full time
Job Summary

We are seeking a highly motivated and detail-oriented Financial Services Assistant to join our team at PlanMember Financial Corporation. As a Sales Assistant, you will play a critical role in supporting our PlanMember Advisors in their daily operations.

Key Responsibilities
  • Assist in submitting new business, processing transfer ins/outs paperwork, and maintaining client account information.
  • Support day-to-day operations of one of our PlanMember Financial Centers or Financial Advisors.
  • Perform tasks assigned by an advisor, including new account paperwork, subsequent investments, death claim processing, and other administrative tasks.
  • Participate in the Securities Industry Training (SIT) program to gain general securities industry knowledge and prepare for job duties.
  • Encouraged to obtain FINRA Series 63, 65, and 7 Licenses.
Requirements
  • Self-sufficient with problem-solving skills and a solution-focused mindset.
  • Excellent attention to detail with experience multitasking and managing work independently.
  • Customer-focused with proficiency in MS Product Suite.
  • 4-year college degree (any major) or 4 years equivalent work experience.
  • Previous experience working in an office setting and/or financial industry is a plus.
What We Offer

Competitive salary range of $52,000 to $57,000 annually, determined by the scope of the position, relevant experience, and internal equity.

Opportunity to work in a dynamic and supportive team environment.

Professional development and training opportunities to enhance skills and knowledge.



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