Hybrid Financial Services Sales Assistant
Canvas
Canvas is seeking a Sales Assistant to support CBSI Associate Financial Advisors and lead marketing efforts for the CBSI Financial Services program. You will manage back-office operations and advise clients while driving efficiency. Responsibilities include handling trade orders, processing annuity and life product paperwork, and supporting advisors with paperwork and client interactions. A strong emphasis on compliance and customer service is required. #J-18808-Ljbffr Canvas
Vacancy posted 2 days ago
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