Sales Assistant

**You will assist 1-3 financial advisors in our Horsham office. This is an in-office position. You will help the financial advisor(s) grow and maintain their practice by providing dependable clerical and administrative duties. This role ensures that clients are promptly, courteously, and professionally serviced, and that client questions and problems are effectively resolved.Client ServicingAnswer and return client phone callsAssist clients with inquiries, for *** Account balances and beneficiaries and paperwork or transactionsTake instructions from clients and process transactions.Perform research to answer client questions, for ***** call providers and obtain documents or to perform transactionsProvide solutions to complex client issues, while keeping the financial representative advised, and documenting these activitiesComplete and document the Annual Meaningful Contact process for each advisory client. This includes a phone call, email, and follow-up appointment or report sent to the clientSales SupportInform the financial advisor of all client interactions by recording all calls and conversations in appropriate tracking software.Compile client information to prepare for advisor-client ***** Pre-meeting information and agenda and after-meeting notes and follow-up tasksProcess transactions as requested, and follow-up to assure the request is complete and correct.Assist with client social/promotional events on site or off-siteGeneralDocument all interactions in CRM softwareAttend branch operations meetings and sales assistant conferencesStay apprised of investment industry and company rules and regulationsKnowledge/**Customer service experienceUnderstanding of retirement plans and mutual funds, ETFs, and stocksInvestment industry experience preferredSalary commensurate with experienceSkills RequiredCustomer service attitude with a business-savvy perspectiveAbility to develop strong client relationshipsExcellent written and oral communication skillsAbility to work independentlyProblem solver and critical thinking skillsCapable of working under deadlinesAbility to research client issuesSoftware **Microsoft 365, Salesforce, Albridge, Investment and Insurance company websites, Morningstar, eMoney

Created: 2025-02-17