What are the responsibilities and job description for the Newtown Investment Solutions Sales Assistant (onsite) position at Newtown Savings Bank?
Location: Newtown, CT
Newtown Savings Bank is seeking a dedicated professional for the role of Newtown Investment Solutions Sales Assistant. The Sales Assistant responsibilities are to assist Financial Advisors in the operation of the Newtown Investment Solutions Department in conformance with established Bank and Osaic objectives, policies, and procedures. This is an onsite opportunity at our Church Hill office in Newtown, CT.
PRIMARY RESPONSIBILITIES
- Act as an operations liaison for the NIS team.
- Be fully trained in Bank and Osaic operations policies and procedures and be the “go to” within the team for all operational questions and inquiries.
- Monitor service central queue for advisory relevant inquires.
- Adhere to a high level of customer service standards.
- Assists with the operational flow and processing of advisory paperwork to ensure smooth and efficient processing.
- Coordinates cross training support to various departments within the organization to ensure proper advisory procedures are being followed.
- Act as a backup on the advisory sales phone queue daily, adhering to all Bank and Osaic’s customer service standards. Monitor phone queue email daily.
- Provides the first line of back-up and support to NIS team.
- Required to perform administrative tasks, such as spreadsheet maintenance, report generation, and data entry into various technology platforms.
- Supports advisor’s planning needs and facilitates smooth operations among all intermediaries.
POSITION REQUIREMENTS:
- Bachelor's degree and 2-3 years related experience and/or training; or equivalent combination of education and experience
- FINRA licensing preferred
- Highly organized
- Professional and personable
- Excellent written and verbal communication skills
- Competent in all aspects of the Microsoft Office suite
- Ability to work independently
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Full time employees also receive a complete benefit package including a generous 401(k), medical benefits, paid time off, and short- and long-term disability programs.
Newtown Savings Bank is an equal opportunity employer and complies with affirmative action programs for qualified veterans and individuals with disabilities. Newtown Savings Bank shall not discriminate against any employee or applicant for employment based on race, color, religion, gender, age, marital status, national origin/ancestry, sexual orientation, gender identity, disability status, protected veteran status, or any other legally protected status.