JOB ID 13347 – Sales Associate

Type: Contract

Duration: (4) months, maternity leave coverage

Pay: $17.00-$20.00/hourly

Job Duties

  • Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries
  • Researches client and security information through the back-office system
  • Processes and follows up on client documentation for proper maintenance of accounts
  • Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients
  • Creates and maintains records and files
  • Ensures required client paperwork is current with firm and industry requirements, rules and regulations
  • Maintains databases and creates reports using portfolio software programs
  • Assists Financial Advisors with marketing efforts including seminars, etc.
  • Receives and processes securities
  • Receives cross-training and assists with other operational functions as required
  • Performs other duties and responsibilities as assigned


  • 1-5 years of administrative support experience; experience supporting a team of people is highly preferred
  • Experience within the financial services industry OR experience working within a law office
  • Intermediate technical aptitude – fluid user with Microsoft Office Suite; ability to navigate through numerous systems at once while using a dual monitor
  • High attention to detail
  • Strong written and oral communication skills

Must Haves – Soft Skills

  • The institutional sales department is a very hard-working, 'type A' environment – this person must be comfortable working within this type of environment
  • Must have a hard work ethic and willing to go above and beyond, if necessary
  • Adaptable to various personality types
  • Open-minded with a willingness to learn
  • Ability to be assertive but not aggressive; have thick-skin
  • Maintain a professional demeanor at all times


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