Senior Licensed Sales Assistant

3 weeks ago


Traverse City, Michigan, United States Independent Bank Corporation Full time
Job Overview

At Independent Bank, we're committed to fostering a culture that encourages professional growth and celebrates individual differences. As a Senior Licensed Sales Assistant, you'll play a vital role in managing our client service center and providing advisor sales and operational assistance for our IB Wealth Management team.

Key Responsibilities:

  • Manage the daily operation of our IB Wealth Management call center.
  • Provide internal sales support to our investment reps.
  • Correspond with clients to complete new account setups, asset transfers, and other brokerage transactions.
  • Compile data, prepare, and analyze reports for management, accounting, and other departments.
  • Answer client questions in accordance with FINRA compliance standards.
  • Support wealth advisors in reporting, customer documentation, sales, and service goals.
  • Maintain wealth service databases and conduct financial research.
  • Provide processing, operational, and client service support.

Requirements:

  • High level proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
  • Excellent verbal, listening, and communication skills.
  • Professional and highly organized with strong time management skills.
  • Strong attention to detail and ability to work independently.
  • Critical thinking skills, good judgment, and effective problem-solving abilities.
  • Ability to obtain Series 7 and 63 licenses, life and disability insurance licenses for applicable states.

What We Offer:

  • Competitive compensation package with additional incentives based on performance.
  • Flexible paid time off and community-focused events.
  • Opportunities for professional growth and development.

About Us:

At Independent Bank, we value diversity, inclusivity, and collaboration. Our goal is to provide exceptional client experiences and support our team members in achieving their full potential.



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