What are the responsibilities and job description for the Wealth Management Sales Assistant position at Independent Bank Opportunities?
Be Proud. Be You. Be Independent!
Are you an experienced Customer Service professional in the Financial Services industry, perhaps with Wealth Management experience or Licensing, looking to advance in your career? If so, we need you!
At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company.
About the Job:
Join Independent Bank as a Wealth Management Sales Assistant reporting to the Wealth Management Program Manager. You’ll help run our Independent Financial & Insurance Services call center, delivering exceptional service to brokerage customers and acting as an internal sales associate for seven investment reps and licensed platform bankers. Other duties as assigned, with potential for future full-time advancement. Licensing is desirable, but not required.
Be part of our mission of inspiring financial independence today, with tomorrow in mind.
Why You Should Apply:
- Comprehensive total rewards package.
- A knowledgeable, goal-driven, and exciting team of colleagues.
- Exposure to different areas of banking and the ability to work with leaders within the industry.
- Community-focused events and volunteer opportunities.
What You Will Do:
Sales Assistant - Approx. 30%
- Database entry.
- Updates customers files.
- Types envelopes, photocopies, faxes, and performs other clerical duties as needed.
- Generates referral reports.
- Initiates and follow through direct mailing programs.
- Branch marketing.
Clerical - Approx. 70%
- Schedules appointments for Broker.
- Provides follow up on incoming referrals.
- Processes new business.
- Answer phones/customer questions.
- Support Investment Executives
- Performs other related duties as assigned.
Knowledge, Skills, and Abilities:
- High School Diploma required, College degree preferred. Will consider a combination of education and experience.
- Investment sales experience in a bank or financial services industry strongly preferred.
- Series 6, 7, and 66 licenses, life and disability insurance licenses strongly preferred (there may be opportunities to obtain applicable license(s) upon hire).
- Strong organizational skills required.
- 2 years of strong customer service skills and clerical experience required.
- Excellent interpersonal, verbal, and written communication skills are required.
- Personal Computer skills required, preferably Microsoft Office (specifically Excel and Word).
Be Proud. Be YOU. Be Independent!