Affluent Market Sales Assistant

Job description

Overview: Provide administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region. Primary Responsibilities: - Actively support maintenance of customer relationships by providing administrative support to include receives/returns customer calls from existing or prospective clients to support follow-up activities with required servicing. - Support sales process by participating in preparing, planning and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes. - Assist in gathering or preparing sales materials in preparation for sales meetings. Coordinate and arrange meetings and appointments to maintain business calendars of events for the sales force in the associated branch and/or region. - Coordinate travel arrangements, sales meetings, training activities and events and customer seminars. - Assist in reviewing and processing paperwork sent to the home office. - May assist in processing trades on appropriate system following appointments. - Maintain regular sales reporting to keep sales force updated on regional activity (i.e. updates sa...