Senior Licensed Sales Assistant
3 weeks ago
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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