What are the responsibilities and job description for the Wealth Management Sales Assist position at Farmers National Bank?
SUMMARY: Provide administrative assistance for one to three financial advisors in a specific geographic area. Routinely schedules appointments and meetings. Answers client questions and provides account information upon request.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Provide sales assistance for Investment Executive/Sr. Investment Executive in an assigned office
- Send daily wires out of customer funds to the office manager
- Assist in the administration and tracking of the Investment Rep referral program
- Perform customer follow-up and clerical files
- Provide clients with account information upon request
- Create hypothetical illustrations for clients
- Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
- Regular, predictable attendance is an essential requirement of this position
- Complete all other duties as assigned
EDUCATION AND/OR EXPERIENCE:
- High School diploma or General Education degree (GED) required, College Degree in Business Administration preferred
- Minimum of one (1) year experience in a financial sales support role
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Education
Required- High School or better
Skills
Preferred- Sales Support
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
