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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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Raymond James Financial DE&I Review
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CEO of Raymond James Financial
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Paul C. Reilly
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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...

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DATE POSTED
July 20, 2023

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