Licensed Sales Assistant

Job Description - Licensed Sales Assistant )

Licensed Sales Assistant -

How does the role impact the organization?

The primary role of the Licensed Sales Assistant is to support a team of financial advisors and the Branch Manager (BM) by ensuring the office is managed efficiently and effectively. The position is responsible for entering client trades, servicing client requests and processing trade instructions by phone, and ensuring client paperwork is up to date and accurate.

What is the position responsible for?

• Foster and support client relationships by liaising with clients, responding to requests and demonstrating proactive problem solving;
• Support clients’ general day-to-day administrative and trade requests in a timely and confidential manner;
• Handle incoming and outgoing phone calls with clients and respond to requests for information;
• Schedule appointments, prepare for meetings, and follow...