Senior Sales Assistant - Commerce Financial Advisors

Commerce Financial Advisors

This position provides administrative support to Financial Advisors responsible for investment sales.

Essential Functions

• Partner with Financial Advisor to prepare for client meetings, preparing documents and capturing information needed for follow-up actions
• Manage retail referrals by connecting with prospects, scheduling appointments, and maintaining detailed tracking of referral status
• Gather client data for financial planning, generate plans, and assist in delivering results for advisor review and discussion
• Run, analyze, summarize, and act on proactive reports to support advisor decision-making
• Execute trades as directed by the Financial Advisor or client
• Prepare advisory review reports and coordinate scheduling of client review meetings
• Respond promptly and effectively to client inquiries and service requests
• Support both internal and external client communications, including handling phone calls
• Organize and lead large initiatives that enhance the efficiency and effectiveness of the AdvisorAssistant partnership

Knowledge, Skills & Abilities Required

• Strong problem-solving skills
• Ability to work independently
• Strong computer skills with the ability to learn new applications quickly and with ease
• Excellent customer service skills, strong analytical thinking
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook

Education & Experience

• Bachelor's degree or equivalent combination of education and experience preferred
• 3+ years' experience in processing or customer service, preferably in banking, finance, insurance, or investment
• Series 7 and Series 63 or 66 license required

A reasonable estimate of the current base pay is $23.80 to $27.65 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.

Location: 118 W 47th Street, Kansas City, Missouri 64112

Time Type: Full time