Financial Sales Assistant

Job Description

Job Description

Benefits:

• 401(k) matching
• Vision insurance
• 401(k)
• Health insurance
• Paid time off

Company Description
The Legend Group, acquired by Lincoln Investment in 2017, is a full-service broker-dealer and registered investment adviser. Lincoln Investment is dedicated to helping individuals and families achieve long-term financial security through expert guidance from independent financial professionals and a wide array of tailored investment choices. Our mission is to support the financial well-being of our clients as they navigate life's important milestones. With a foundation rooted in integrity and excellence, we strive to provide comprehensive solutions for our clients financial goals.

Job Description
Administrative Assistant/Financial Sales Assistant
The Legend Group, an established and growing financial services firm located in Buffalo, NY, is seeking an assistant with excellent administrative skills who desires to support our clients and team of financial advisors. We are looking for a passionate individual that will deliver an exceptional experience for our clients while supporting our team of advisors.
Responsibilities:
Client Service

• Ability to provide excellent customer service contact/client facing experience
• Perform general administrative duties including, but not limited to, answering phones, filing, processing mail, scheduling meetings and other responsibilities that support the company
• Maintain information in the company CRM database, including, but not limited to, entering new contacts and/or companies, creating groups and/or running reports and creating workflow efficiencies

Advisor Support

• Prepare advisors for client and prospect meetings on an ongoing basis. Gather and prepare for use all necessary presentation and sales materials, compile meeting agendas, performance reports and account applications
• Onboard new clients including the set-up of accounts, recurring money movements, online access, and the scheduling of the ongoing account review cycle
• Proactively work to ensure all advisor client follow-up and associated tasks are completed; create workflow in CRM system to track all outstanding follow-up tasks to be reviewed regularly with each advisor

Qualifications:

• Minimum two years of experience in Financial Planning administrative support
• Knowledge of Company products and services
• Computer experience: Microsoft Office Suite, including Excel
• Proven ability to meet deadlines as well as effectively identify and solve problems
• Strong time management, organizational skills; able to effectively prioritize/multi-task
• Ability to work independently as well as cohesively with advisors and team members
• Must maintain a high level of confidentiality and have a client-focused, helpful attitude
• Superior Communication skills Communicates courteously, professional, and effectively in a variety of ways with diverse audience, including use of good grammar
• Energetic and results-oriented
• FINRA Series 6 or 7 license preferred but not required
• Job Type: Full-time
• Salary: Negotiable depending on experience

Send resume to View email address on ziprecruiter.com
'