Westminster, Colorado
Investment Sales Assistant Job Opening in Westminster, Colorado - We are seeking a sales assistant to join our growing team. This position is located in a high volume Credit Union branch and performs administrative duties, enters investment trades, and provides service support for all investment related products and services. Responsibilities for this environment require attention to detail, strong organization skills and self- motivation. Strong interpersonal skills are also required as extensive interaction with clients and our Financial Team is a necessity for successful implementation of day to day responsibilities.
The successful candidate must have proven client service skills and the ability to handle multiple tasks efficiently both as part of a team and independently.
Job duties and responsibilities may include:
Possesses solid product knowledge of financial products and services
Responsible for trade execution based on the Registered Representative(s) instructions.
Project coordination experience
Flexibility, excellent interpersonal skills
Prepare reports and financial data
Ability to work well with all levels of internal management and staff, as well as outside clients and vendors
Track sales progress
Field telephone calls, receive and direct visitors
Troubleshoot minor technical and service issues
Strong computer and organization skills
Maintain a FINRA compliant filing system with all records
Schedule appointments and maintain calendar
Communicate with members/clients in a positive manner both in person and/or by telephone
Practice high quality service standards in all interactions with clients, prospective clients and personnel in other departments within the credit union
Administer branch referral contests and branch referral tracking; submit branch referral tracking logs to appropriate department
Demonstrate an understanding that the credit union offers financial services and investments through CFS
In order to meet the service needs of Registered Representative(s) and clients, job function may necessitate changes in location.
Requirements include:
Excellent customer service skills
Administrative experience
Job Type: Full-time
Salary: $35,000.00 to $37,500.00 /year
Required education:
Associate
Required experience:
Credit Union Environment: 2 years
Customer Service: 2 years
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