Job details
Salary $19 – $20 an hour
Job Type Full-time
Number of hires for this role 1
Qualifications
- Microsoft Word: 4 years (Required)
- Microsoft Excel: 4 years (Required)
- Microsoft Powerpoint: 4 years (Required)
- Bachelor’s (Preferred)
- Financial concepts: 1 year (Preferred)
- US work authorization (Preferred)
Full Job Description
A sales assistant can have a large influence on client satisfaction. This job goes well beyond mere clerical duties. Registered brokers sales assistants can be critical to maintaining client rapport and satisfaction.
Increase financial advisor’s time management by handling routine client inquiries. Most questions are related to account maintenance matters, allowing financial advisors to devote more time to their value-added activity.
The majority of tasks to be handled daily, are as follows:
- Screen telephone calls to financial advisors.
- Solve operational problems such as issues with statements, deposits, checks.
- Telephone inquiries and time pressure to resolve problems.
- Interpersonal skills: You’ll regularly deal with clients and firm personnel. You’ll have to interact well with them, sometimes under pressure.
- Multitasking skills: You won’t be able to put the phone and clients on hold while you take care of other pressing tasks.
- Discernment: This job can involve troubleshooting, knowing when to act and when not to act in the best interests of the firm and clients.
Job Type: Full-time
Pay: $19.00 – $20.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
Schedule:
- 8 hour shift
Supplemental Pay:
- Bonus pay
COVID-19 considerations:
This will be your choice, because you may be working autonomously.
Ability to Commute/Relocate:
- Saint Petersburg, FL 33701: Reliably commute or planning to relocate before starting work (Preferred)
Education:
- Bachelor’s (Preferred)
Experience:
- Financial concepts: 1 year (Preferred)
- Microsoft Word: 4 years (Required)
- Microsoft Excel: 4 years (Required)
- Microsoft Powerpoint: 4 years (Required)
- Administration: 2 years (Required)
Work Location:
- One location
Work Remotely:
- No
