Investment Sales Assistant

6 months ago

Fargo, United States Bremer Bank Full time

Why Work at Bremer?

Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We’re passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn about our customers’ goals, and innovate to solve their challenges, not only through financial resources but also deep knowledge, insights and ideas.

We expect, encourage and reward entrepreneurial thinking from our employees. We have a shared purpose of cultivating thriving communities, inspired by our founder, Otto Bremer, who spent his lifetime supporting the communities that his banks served in new and unexpected ways. That commitment to community and creative problem-solving contributes to Bremer’s culture.

If you want the next chapter in your story to be one where you make a real difference for our customers, communities and economies, we’re the bank to join. We foster diversity, equity and inclusion, building on the legacy of our immigrant founder. If you’re curious, enjoy collaborating, and start each day with the customer in mind, we invite you to join our team

Job Description

Bremer Investments is seeking an Investment Sales Assistant or Senior Investment Sales Assistant to join our team in the Fargo or Grand Forks area.

The Investment Sales Associate is responsible to assist Brokerage Sales Representatives by providing servicing and sales support that commonly includes greeting clients, handling/screening telephone calls, scheduling appointments and using various PC software packages such as word processing, spreadsheets, and graphics to generate reports, presentations and other correspondence. Other key responsibilities include opening/closing investment accounts at the direction of the Brokerage Sales Representatives, reviewing file documentation for compliance, working with internal departments and/or directly with the client in solving service/operational issues, answering or providing information regarding procedural/sales questions, processing client service requests (address changes, statement copies, etc.); processing the movement of funds; consistent level of competence in following firm compliance procedures and file maintenance; issuing sales/marketing information to clients; and corresponding with the various fund groups or product vendors as required by the Brokerage Sales Representatives. Senior Investment Sales Assistants must have appropriate brokerage license and may act as a backup in taking and executing unsolicited orders directly from a client.

QUALIFICATIONS: 

Investment Sales Assistant (N66)
4 year degree and 2+ years related experience in customer service/ sales support/ investments related work (6+ years related experience in lieu of degree)

Senior Investment Sales Assistant (N67)
4 year degree and 5+ years related experience in customer service/ sales support/ investments related work (9+ years related experience in lieu of degree). Must be licensed (series 7 and/or 66) 

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Bremer Values & Benefits

Our Values

Collaboration: We work elbow-to-elbow with our customers, making a difference for them in good times and bad. We share our skills, knowledge and experience to support each other every day.

Commitment: We’re deeply invested in the places we live and work, and we’re always ready to do whatever it takes to help our neighbors and communities thrive and grow.

Creativity: Imagination and innovation are essential to helping our customers and Bremer succeed. If there’s a better way to do something, we’ll find it or create it.

Our Benefits

At Bremer, we are committed to supporting and growing the we call home. Our people understand that they represent our name and reputation in every conversation, and that they’re backed by an organization that values finding a better way to get things done. . Not just the 401(k), pension plan, healthcare, and vacation kind (we’ve got those), but the kind of everyday benefits that get you excited for what each day holds.

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