Now Hiring - Sales Assistant - Financial Management Firm in Jackson, TN

Role and Responsibilities

The role of the sales assistant is to provide administrative support to the financial advisors and direct all aspects of their business. A successful sales assistant will be able to manage multiple projects at one time, work with little direction, have a solid understanding of the financial planning process, and work well with clients.

• Administer client accounts; opening, updating and maintaining client data
• Receive and process deposits to client accounts
• Set up/maintain client equities and employee benefit accounts and insurance applications
• Prepare and compose client correspondence
• Organize and maintain files and records, both hard copy and electronic
• Answer incoming calls, taking and relaying message and responding to routine matters
• Complete quarterly account updates for all clients as well as periodic marketing mailings and presentations

Qualifications and Education Requirements

The ideal candidate would hold a Series 7 and a Tennessee Insurance License or would be able to pass the exams within 6 months after hiring. The ideal candidate would also hold a degree in finance, accounting or similar. Additionally, the candidate would have strong experience in financial management administration.

Preferred Skills

Applicants must have expertise in Microsoft Office and online programs and have the ability to learn new software quickly. The applicant will be an excellent communicator, work well in a fast paced environment, be meticulously organized, and have the ability to work individually and in a team environment.

Additional Notes

Salary will be based on experience.

Job Type: Full-time

Schedule:

• Monday to Friday

Work Location: One location