Financial Service Sales Assistant at Columbia Bank — Salem, OR

About the Role

A Financial Services Sales Assistant provides administrative and operational support for one or more Financial Advisor(s) and serves as a liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on client satisfaction.

• Provide administrative support in a variety of ways, including by answering incoming calls, organizing filing systems, coordinating schedules, and preparing correspondence and documents
• Send various forms to clients as requested and required.
• Assist Financial Advisors with client support and time management
• Process confidential information
• Open, maintain, and service client accounts
• Follow up on missing paperwork
• Process new accounts and files
• Perform daily business processing to include department mail and processing checks and securities.
• Maintain the client and mailing database
• Update Financial Advisors’ calendars
• Service clients by researching and resolving problems
• Provide quote information and mutual fund trade entry
• Equity trades can be entered by Series 7 licensed employees
• Accept unsolicited mutual fund and money market investment direction from clients
• Coordinate and assist Financial Advisor(s) with client events by marketing, mailing, following up, and assisting on the day of the event
• Work with the operations department for account maintenance and to initiate and update client instructions
• Complete department projects
• Maintain the client scanning system so records are accurate and complete
• Balance settlement account and review trade blotters.
• Review and notify Financial Advisor(s) of new referrals
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become “Business Bank of Choice”
• May perform other duties as assigned.

About You:

• 3 years — of experience as an assistant in the financial services industry or a related field (Required)
• Subject matter expert in investment concepts and terminology, including investment vehicles, transaction types, and securities clearing systems
• Highly proficient with Microsoft Office Suite
• Self-starter with initiative
• Able to work independently or with limited supervision while working closely with clients and Financial Advisors.
• Able to prioritize and effectively manage multiple tasks at once
• Strong data entry, reading, and comprehension skills
• Ability to process confidential work
• None

The pay range for this role is $21.00 to $30.00.

301 Church Street Salem OR 97301 Our Benefits:

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