Senior Licensed Sales Assistant

4 weeks ago


Grand Rapids, Michigan, United States Independent Bank Corporation Full time
Job Summary

As a Senior Licensed Sales Assistant at Independent Bank Corporation, you will play a critical role in managing the client service center and providing advisor sales and operational assistance for the IB Wealth Management team. This position requires a high level of proficiency in administrative tasks, excellent communication skills, and the ability to work independently in a fast-paced environment.

Key Responsibilities
  • Manage the daily operation of the IB Wealth Management call center.
  • Provide advisor sales and operational assistance for the IB Wealth Management team.
  • Perform complex administrative tasks for the FVP of Wealth Management and wealth team.
  • Correspond with clients to complete new account setups, asset transfers, and other brokerage transactions.
  • Compile data, prepare, analyze, and provide reports to management, accounting, HR, and other departments as needed.
Requirements
  • Bachelor's degree or equivalent work experience in investment sales and financial services field.
  • Five or more years of investment sales experience in a bank or financial services industry.
  • Series 7 and 63 licenses, life and disability insurance licenses for states of (Compete) (or ability to obtain applicable license(s) upon hire).
  • Continuing professional education is required and development of advanced credentials and/or license/training is expected.


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