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Retail Sales Assistant

Company: Amuni Financial, Inc.
Location: Saint Petersburg
Posted on: June 24, 2022

Job Description:

Seeking to hire a full-time Retail Sales Assistant to work in a fast-paced, high-producing independent brokerage and investment advisory firm, located in downtown St. Petersburg, Florida. This is a critical role essential to ensuring effective communication between our firm and customers. This is a great opportunity to learn the business from the ground up! Duties and ResponsibilitiesThe Retail Sales Assistant is responsible for providing pro-active support to financial advisors and assisting with first-rate client service. Duties include but are not limited to supporting and coordinating all activities related to client service, processing of paperwork, and coordination of client seminars and meetings, as well as contributing to sales if appropriately licensed. This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient, and professional manner.

  • Build and maintain relationships with clients
  • Manage new account process - gathering the necessary documentation, and understanding the complexity of the accounts.
  • Review documentation and facilitate maintenance requests
  • Process check and ACH requests, IRA distributions, etc.
  • Enter trades (mutual funds, stocks, UITs)Required Skills
    • Organized with strong attention to detail and problem-solving abilities
    • Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners while maintaining confidentiality
    • Effective oral and written communication; able to explain complex information clearly and simply
    • Time management skills with the ability to handle multiple projects and deadlines
    • Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applicationsPreferred Skills and Qualifications
      • Associate and/or Bachelor's Degree or related discipline or 2+ years of experience in the financial or banking industry
      • Prior customer service experience in the financial services industry
      • Series 7 and/or 66 licensesBenefits
        • Health, Dental, Vision, Life, and Long-Term Disability Insurance
        • 401(k) Retirement Plan
        • Paid Time Off

Keywords: Amuni Financial, Inc., St. Petersburg , Retail Sales Assistant, Hospitality & Tourism , Saint Petersburg, Florida

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