What are the responsibilities and job description for the Financial Services Administrative Sales Assistant position at Investor Securities Group?
Local financial services firm looking to fill a Licensed Sales Assistant position. Ideal candidate has experience in the financial services industry. Candidate should possess solid administrative experience. FINRA Licenses required. Series 6 and 63 or 7 and 65 at minimum. Non FINRA licensed candidates will not be considered. Salaried position with benefits and profit bonus structure.
Position is in middle office supporting financial representatives. Daily duties include but are not limited to opening client accounts, processing transactions, maintaining notes and client files electronically, full rep support, and assigned administrative duties
Location: Hampton, VA Compensation: Varies Depending on experience level. Range 50-65k w/ benefits & profit bonus structure in addition to salary
* MUST PASS BACKGROUND/CREDIT and FINGERPRINTS The ideal candidate will possess:·
Sales assistant experience in financial services field. FINRA Securities Licenses are required. Series 6 and 63 or 7 and 63 at minimum. Non FINRA licensed candidates will not be considered.
A minimum of one (1) year of increasingly responsible administrative experience performing a wide variety of administrative tasks from simple to complex· Ability to think critically (gather, apply, analyze, synthesize and/or evaluate information and data) and make recommendations· Dependable good judgment, takes initiative, and is effective working independently as well as a contributing member of teams comprised of all levels of staff· Ability to effectively partner with individuals and teams whose styles may be very different than their own· Willingness and ability to effectively address conflict when it arises and resolve at the lowest level· Reliability, trustworthy, dependability and transparency· High level proficiency in Microsoft Office suite of products: Word, Excel, PowerPoint· Ability to work in a diverse, fast-paced, changing environment· A positive, willing to pitch in when and where needed, attitude and approach to work· Ability to communicate and work effectively within a multicultural workforce serving a diverse customer base.
Industry
Financial Services
Employment Type
Full-time
Edit job description
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Experience:
- Administrative: 1 year (Preferred)
License/Certification:
- FINRA Securities Licenses? (Required)
Work Location: In person
Salary : $50,000 - $65,000