Financial Services Sales Assistant

Financial Services Sales Assistant:

We are a full-service financial services company seeking an experienced Financial Services (FS) Sales Assistant to join our firm location in Forest Lake , MN. As a FS Sales Assistant you will work closely with the financial advisors to help manage and grow their financial service business.

The FS Sales Assistant will be responsible for providing administrative and operational support to the advisor owned firm. The ideal candidate will have had experience in the financial services industry supporting advisors and is looking to continue or advance their career.

Responsibilities:

• Assist Financial Advisor with daily activities, including preparing and tracking paperwork.

· Interact with clients over the phone.

· Schedule meetings and phone conferences.

• Prepare and review new account paperwork.
• Facilitate and resolve client service issues.
• Apply a working knowledge of operations/client-service processes.
• Work independently, effectively, efficiently, and with minimal supervision.
• Handle confidential and/or sensitive information responsibly.
• Perform other duties as assigned.

Growth Responsibilities

• Support Financial Advisor in their marketing and business development efforts.
• Attend and contribute to business development meetings.
• Seek out opportunities to enhance and expand your personal capabilities in all areas relative to your assigned responsibilities and your personal development.
• Contribute to the marketing efforts of the firm.
• Improve the referral stream through exceptional client service.
• Becoming a recognized professional expert with the potential of becoming a full-time investment advisor, if desired.

Required Experience / Skills

• Must be detail oriented and able to work independently and efficiently.
• Must be committed to providing excellent customer service.
• Must have a high degree of comfort managing multiple tasks simultaneously.
• Must have strong character and a positive attitude.

· Must be proficient in Microsoft Office.

· HS Diploma or GED required

Preferred Experience

· 2 years’ related investment/brokerage experience. Experience with Osaic Wealth Inc. is a plus.

· Customer service center or call center environment experience

· Knowledge of investments, insurance, trusts, bank products and financial

· planning

· CRM Redtail experience

· Excellent PC skills, including Microsoft Word Excel & Access

• Bachelor’s degree in finance, business, or financial services (or equivalent experience)
• Series 7 or Series 6 preferred but not required.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law and are subject to a criminal and credit background check as is required for this role.

Job Types: Full-time, Permanent

Pay: $25.00 - $35.00 per hour

Work Location: In person

Salary : $25 - $35