Job Information
The HR Office, Inc. Licensed Sales Assistant - 108264 in State College, Pennsylvania
Licensed Sales Assistant - 108264
Join a dynamic team as a Licensed Sales Assistant in a trusted financial planning firm. If you are a motivated and detail-oriented individual that is driven to provide exceptional service, then this position may be for you. As a Licensed Sales Assistant, you will play a crucial role in supporting the financial advisors by providing outstanding client service, managing various administrative tasks, and ensuring compliance with industry regulations.
*Schedule: Full-time *Pay: $50,000+/year (DOE) *This is a direct hire position
Key Responsibilities:
- Primary point of contact for clients
- Maintain professional and courteous communication at all times
- Uphold confidentiality and maintain compliance with industry practices and regulations
- Update and maintain digital databases with accuracy
- Monitor account transfers, while keeping clients informed
- Prepare forms, letters, reports, emails and presentations with accuracy
Organize and prioritize daily tasks, meeting deadlines in a fast-paced environment
Qualifications:
- Must hold or be willing to obtain valid securities licenses. (Must obtain within first 6 months of employment)
- Proven experience in a client-facing role within the financial services industry
- Strong knowledge of securities industry practices, procedures, and terminology.
- Must be highly professional in demeanor with excellent communication skills (verbal & written)
- Ability to work independently, and as part of a team.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
- Demonstrated problem-solving skills and a proactive approach to client service
- Ability to take comprehensive and accurate notes
Our client is actively looking for a qualified candidate to join their team. Don't miss out on this opportunity to advance your professional career in the financial planning industry. Apply online https://thehroffice.zenople.com/job-portal/HRO/job/108264 or call our office at 814-238-3750 to learn more.