Financial Service Sales Assistant

Provide administrative and operational support for one or more Financial Advisor(s) Organize filing systems and coordinate schedules Prepare correspondence and documents Assist Financial Advisors with client support and time management Process confidential information Maintain and service client accounts Follow up on missing paperwork and process new accounts Maintain the client and mailing database Update Financial Advisors' calendars Research and resolve problems for clients Complete department projects and maintain the client scanning system Requirements 3 years of experience as an assistant in the financial services industry or a related field (Required) Subject matter expert in investment concepts and terminology, including investment vehicles, transaction types, and securities clearing systems Highly proficient with Microsoft Office Suite Self-starter with initiative Able to work independently or with limited supervision while working closely with clients and Financial Advisors Able to prioritize and effectively manage multiple tasks at once Strong data entry, reading, and comprehension skills Ability to process confidential work Core Competencies Demonstrates expertise in investment concepts and terminology while providing comprehensive administrative support to Financial Advisors. Proficient in managing client accounts, processing confidential information, and utilizing Microsoft Office Suite effectively. Highest-signal resume keywords 3 Years Experience In Financial Services Investment Concepts And Terminology Expertise Microsoft Office Suite Proficiency Strong Data Entry Skills Client Account Management ATS Optimization Keywords Hard Skills Investment Vehicles Transaction Types Securities Clearing Systems Data Entry Document Preparation Soft Skills Self-Starter Initiative Independent Work Task Prioritization Problem Resolution Industry Keywords Financial Advisor Support Client Account Maintenance Confidential Information Processing Tools & Technologies Client Scanning System Filing Systems Mailing Database #J-18808-Ljbffr Jobtailor