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Posted: Friday, January 5, 2018 2:19 PM

Job Description:/h3:
Sales Assistant
We are currently seeking a Sales Assistant to join our team in Orlando, FL.
Job Summary:
A successful Broker Dealer located in the heart of Downtown Orlando is seeking a Sales Assistant with a strong customer service background. This role is responsible for processing business for our Home Office and Field Advisors. This individual will also work closely with internal departments and personnel.
Job Responsibilities:
:Performing administrative and marketing support functions for a group of Registered Representatives
:Assisting Registered Representatives with new and existing clients
:Opening and processing of new accounts
:Preparing and mailing client documentation and forms
:Establishing and maintaining filing systems and appropriate documentation
:Handling all customer inquiries via phone, fax and email
:Ensure an efficient process for a smooth transition for all aspects of Operations
:Perform additional duties as assigned and be willing and able to learn.
Education and Experience:
:High School
:2 or more years of industry experience preferred

Skills and Abilities:
: Superior interpersonal, organizational and client service skills
:Ability to work independently with minimal supervision
:Teamwork skills
:Strong computer literacy and software skills
:Ability to prioritize and meet deadlines
:Strong industry, product, and branch procedures knowledge (candidate need not be FINRA registered)
:Experience with Wealthscape, a plus.
:Strong knowledge of Microsoft Office; Word, Excel, Outlook. Knowledge of Adobe Acrobat preferred
:Familiar with a variant of
Financial/Brokerage industry concepts, practices and procedures
:Ability to work well under pressure and within deadlines
: Ability to work well with others, both in home office and branch locationsCompany Description:/h3:
Our employees are our most important investment. Therefore we offer a very competitive compensation package which includes medical and dental coverage along with paid time off. We work in a casual environment with a focus on information sharing and skill building.


• Location: Orlando

• Post ID: 28889752 orlando is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018