Investment Sales Assistant
On-siteTwin Falls, Idaho, United States
Job Summary
Process client paperwork for investment customers, including opening, closing, and changing documents. Update customer files, process transactions such as deposits and sales, and verify amounts while providing receipts. Assist customers with inquiries regarding balances, forms, and deposits, then update client information for address or beneficiary changes. Track cases for policies, assets, and new clients in the welcome process, monitor the DST program and SmartWorks Business Dashboard, and print annual review letters to schedule appointments. Maintain sales blotters, mail logs, and the customer database in Excel, file correspondence, and manage office supply inventory.
Required Qualifications
- Must be at least 21 years old
- High school diploma or GED required
- At least one year of experience working in the financial services industry
- Accurate and attentive to detail
- Well organized
- Good typing skills
- Able to use a computer, adding machines, copy machines, and basic business equipment
- Able to get along well with coworkers
- Able to use the internet and e-mail and demonstrate an understanding of Microsoft Office products and usage
Desired Qualifications
- Associate's degree or equivalent from a two-year college or technical school preferred
- Experience is helpful, particularly in an investment environment
- Licensing, including Series 66 strongly preferred
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