Job details

Sales Assistant

Job Duties:

Provide administrative support to Financial Advisors and other staff in the branch office.
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.

**Candidates should have strong communication and follow-up skills, high sense of urgency, highly organized, and detail oriented.**

Skills

At least 3-5 years of recent experience in a sales support / administrative support or client services role (opening up new accounts, etc) at a financial broker dealer (Wells Fargo, Fidelity Investments, Charles Schwab, Edward Jones, etc). Someone who worked as a teller at a bank will not be a fit.
Must have experience working at a broker dealer.
Stable work history - no jumpy resumes
Strong communication and follow-up skills
High sense of urgency
Highly organized
Very professional - clear and professional written and oral communication skills
Proficient with Microsoft Office products, especially Outlook and Outlook calendar
Series 7 license highly preferred, or desire & willingness to obtain.
Minimum of High School Diploma

This is the pay range that Magnit reasonably expects to pay for this position:

$23.00/hour-$30.00/hour

Benefits: Medical, Dental, Vision, 401K

Raymond James Financial Glassdoor Company Review

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CEO of Raymond James Financial

Paul C. Reilly

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By Raymond James Financial

You could call it Ray. You could call it Ray Jay. But Raymond James Financial will do just fine. The company offers investment and financial planning services primarily through subsidiary Raymond James & Associates (RJA), which provides securities...

15 jobs

FUNDING

Other

INDUSTRY

Investment & Asset Management

TEAM SIZE

10000+

LOCATION

Hybrid, based in Saint Petersburg, FL

DATE POSTED

July 20, 2023