Small Business & Investment Services - Sales Assistant (Non-Licensed) - Full Time - Onsite (So.CA)

Provides support, coordinates and conducts client sales support and service activities for Investment Representative and associated Investment Program in an effort to increase investment program growth. 

 

Responsibilities:


* Performs administrative duties for representative/s, which may include monitoring assigned representatives’ emails and voicemails for follow up items which may include prioritizing emails and voicemails (while remaining compliant for a nonregistered person)


* Calls clients and prospects, and makes appointments for the representative/s


* Processes incoming client mail, paperwork and other items to support the representative/s


* Follows up on any appointment leads (branch referrals, website, seminars, etc.


* Prospects for new clients within clearly defined markets.


* Manages scheduling, planning, and tracking of attendees for seminars and workshops


* Works with compliance to administer and track any advertising approvals as needed


* Supports and participates in continuous improvement activities.

Represents the Credit Union in a positive and professional manner.

Maintains member, team members and other sensitive information with confidentiality.

Treats coworkers and members with respect


* Supports member relations and events that promotes member centric experiences.


*  Represents the Credit Union in a positive and professional manner.


* Other related duties, as assigned

Qualifications:


* 2-years' experience in the financial industry; specifically, customer service phone experience or sales assistant administrative experience


* Basic understanding of financial services and products


* Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals


* Ability to effectively engage clients/prospects through effective interactions, interpersonal communication and relationship building skills 


* Excellent organization and prioritization skills


* Ability to deal with problems involving several concrete variables in standardized situations. 


* Demonstrated ability to learn and apply knowledge of various systems


* Proficient Microsoft Office skills are required (i.e.

Teams, Word, Excel and Outlook).

Strong proficiency in Outlook scheduling, calendars and emails

Preferred Qualifications:


* Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.


* Ability to write reports, business correspondence, and procedure manuals.


* Utilizes active listening skills and effectively presents information to and/or responds appropriately to questions from groups of managers, clients, customers, and the general public

Education: 


* High school diploma or equivalent

Website: nuvisionfederal.com/careers

Benefits:


* Medical


* Dental


* Vision


* Life Insurance
...