Sales Assistant--Wealth Management Boutique

Fast growing, successful Wealth Management boutique is looking for a:

 

Sales Assistant to help a small group of advisors in handling the administrative and account servicing needs for current clients and new prospects.  Duties include but not limited to the following:

 Handling client transactions, requests, and solving related problems.Processing new account paperwork and customer account transfers.Answering phones and building relationships with clients and vendors.Ability to learn administrative aspects of specialized platforms and products.

 

We are looking for an individual with solid experience and a strong knowledge base of the industry. Registration would be helpful, but not essential. Applicant should have proficiency in Microsoft Word and Outlook. Some prior experience with a client contact management system would also be very helpful (we use ACT extensively). We are looking for a detailed-oriented, self-starter, who can work both in a team environment and also has the ability to work independently. Enjoying communication with clients is essential.

 

Above all else, we want an individual with impeccable ethical standards, who desires to use their skills for ministry. We focus first and foremost on delivering excellence and integrity to our clients, and our financial success is simply the result of this philosophy. If you sincerely enjoy making a difference in the lives of others, you will be compatible with our business process.

 

We offer advancement potential as our practice continues to grow and a fun and collaborative environment in which to work. We strive to direct our employees on a track where their passion intersects with their skill set. Visit our web site at the link below.

 

http://www.egequities.com/egeweb/wealth2/index.asp