Greenville, South carolina
Registered Sales Assistant Job Opening in Greenville, South carolina - Leading Insurance Broker has an immediate opening for a Registered Sales Assistant in its Greenville, SC Office
Position is responsible for providing a full complement of administrative support, client service and sales support to a team of registered investment representatives and their clients.
Duties include:
* Provides investment services information by preparing, copying, and distributing daily reports; inputting data; reconciling accounts.
* Researches investment information by collecting industry and company data; calculating performance.
* Provides client services by monitoring client portfolio performance; setting-up accounts; processing buy/sell authorizations, deposits, and withdrawals; gathering information for clients' other advisors, such as, attorneys and accountants; preparing documents; completing settlements; coordinating requirements with operations and back-office support.
* Resolves client issues by providing information and explanations; responding to inquiries and requests.
* Protects client and company interests by verifying processing compliance with internal and external guidelines; reviewing account security information; complying with federal, state, and foreign regulations; keeping information confidential.
* Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
* Enhances organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Job Requirements:
Minimum 5 years of experience in the investment industry
Two (2) years college degree or equivalent experience
Series 7 and 63/65, or Series 7 and 66 licenses
Proficient in Microsoft Office, especially Word and Excel
Ability to learn other technology-based systems as required
Competitive salary and benefits package offered to qualified candidates.
Job order #TS02690
Job Type: Full-time
Required education:
Associate
Required experience:
Investments: 5 years
Required licenses or certifications:
Series 7 License
Series 66
Series 65
Series 63
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