Financial Services Coordinator

3 weeks ago


Sacramento, California, United States Atria Wealth Solutions Full time
Overview

Atria Wealth Solutions, in partnership with CUSO Financial Services, L.P. (CFS), seeks a Sales Assistant to join our team in the Sacramento area.

About Atria Wealth Solutions

We are a not-for-profit credit union dedicated to building financial health and wellbeing for our members since 1936. With over $9 billion in assets and branches throughout Northern California, we strive to deliver exceptional service, empower financial literacy, create innovative products, and provide cutting-edge technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. Our team is committed to creating a positive and supportive culture where our employees can thrive. If you're looking to use your skills and knowledge to make a difference in our members' lives, Atria Wealth Solutions could be the perfect fit for you.

Responsibilities
  • Provide member service and sales support for the Investment & Insurance Services group.
  • 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.
  • 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.
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.
  • Strong communication skills/proficiency.

This role is based in our Citrus Heights Branch but will also provide support to the other four (4) branches in the Sacramento region (Folsom, Roseville, Sacramento, and Elk Grove).

Estimated Salary Range

$22.00 - $23.00 / per hour

Benefits
  • Exceptional Medical, Dental, Vision, and Life Insurance benefits
  • Onsite fitness center at HQ and rewards for completing wellness-related activities


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