- Pittsford, New York, United States
- Senior
- $24–$39 per hour
- 1+ years
Provides administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region.
Compensation
The pay range for this position is $23.63 - $39.39 Hourly (USD).
Responsibilities
- Actively support maintenance of customer relationships by providing administrative support to include receives/returns customer calls from existing or prospective clients to support follow-up activities with required servicing.
- Support sales process by participating in preparing, planning and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes.
- Assist in gathering or preparing sales materials in preparation for sales meetings.
- Coordinate and arrange meetings and appointments to maintain business calendars of events for the sales force in the associated branch/region.
- Coordinate travel arrangements, sales meetings, training activities/events and customer seminars.
Requirements
- Associate's degree
- Nice to have: 5 years sales and/or sales administrative experience
- Nice to have: FINRA Series 7
- Nice to have: FINRA Series 99