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5*Hotel Bartenders/Servers/Waiters Needed (east TX) Ad id: 206132864625736 |  Views: 225

Price: Contact Us
Date listed: 6 years ago
Position involves answering phones, scheduling appointments, data entry, filing and patient interaction. Office experience is preferred, but all candidates will be considered.Applicant should be professional, friendly, punctual, and detail-oriented.High school diploma or GED is preferredHours - Monday through Friday, 8:00am - 4:00pm.Please submit Resume via email.•Compensation: $17.50/HR•Principals only. Recruiters, please don't contact this job poster.•Please, no phone calls about this job!•Please do not contact job poster about other services, products or commercial interests.___________________________________________________________________________________________________________________________________Registered Sales Assistant - Ameriprise FinancialClient Service/Sales Assistant -- Financial Services IndustryWe are an full service investment advisory firm whose advisors provide portfolio management and financial planning services specializing in Wealth Management and Financial Planning for affluent families, professionals, business owners, retirees and women and Special Needs Planning dedicated to working with families of Special Needs adults and children, regardless of their net worth, in their estate and financial planning.This position will provide support to the investment representative in the areas of administration, business processing and client service. The successful candidate must be results driven and will possess strong clerical, organizational, communication, computer and customer service skills. They will also be a self-starter having strong initiative, strong attention to detail and excellent follow through skills.Previous sales assistant/financial services experience a plus. Strong proficiency with a CRM, MS OfficeSecurities license is required. A college degree is not required but preferred.Position RequirementsAbility to organize and prioritize work3-4 years securities or related industry experience requiredSeries 7 securities licensePrevious customer service experience preferredAbility to pay strong attention to detail orientation and ensure accuracy and completeness of all forms, letters, emails, etc.Ability to work cooperatively in a team environmentAbility to organize, prioritize and handle multiple tasksAbility to work under pressure and meet deadlinesAbility to communicate with co-workers, clients, and various business contacts in a courteous and professional mannerAbility to be at work on a regular and predictable basisKnowledge of securities industry practices, procedures and terminologySkilled in strong and effective verbal and written communicationAbility to investigate and research situationsAdept in Microsoft Word, Excel and PowerPointAbility to maintain confidentialityHave a proactive approach to client service and problem solvingAbility to make rule-based and analytical decisionsAbility to take complete and accurate notesKnowledge of client management databases preferredMust be a self starter and be able to take initiativeMust be able to work with minimal supervisionPosition Duties and TasksThis position is responsible for, but not limited to the following:Perform administrative and support functions for the day-to-day office operations including maintaining files, preparing correspondence, running reports, answering telephones, scheduling and confirming appointments, copying materials, and faxing information.Run investment and insurance proposals for the advisors.Prepare, process and follow up on all business -- accuracy is a must.Answer telephone inquiries from clients:Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed.Escalate problems/issues to Advisors as appropriate.Assemble, organize, coordinate, and maintain all client paperwork.Communicate with clients to complete new accounts, asset transfers, and other forms.Handle routine service matters for client accounts to include processing name and address changes, account applications, bank authorizations, beneficiary changes, etc.Set-up and maintain client management system.Provide marketing support for the office to include:Sending marketing brochures to clients and prospects at direction of Advisors(s)Following up on referrals, leads, prospects or clients with letters or notes signed by Advisors(s)Handling unsolicited calls from prospects to schedule appointments or refer to Advisors(s)Assist in coordinating seminars or client appreciation eventsEnsure branch office meets the broker/dealer's compliance requirementsRecord all transactions on appropriate logs and blottersSet up client files, both paper and electronic, correctly and obtain necessary informatioObtain insurance quotes for Advisor(s)Keep Advisor(s) licenses current, both securities and insuranceAssist with other duties and projects as assigned. Location: east TX Compensation: $17.50/HRPrincipals only. Recruiters, please don't contact this job poster.Please do not contact job poster about other services, products or commercial interests.
 


 
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