What are the responsibilities and job description for the Financial Services Coordinator position at Cetera Investment Services LLC?
**Job Description:**
The Sales Assistant will be responsible for supporting the day-to-day activities of our Financial Advisors, ensuring seamless execution of sales processes and excellent customer service. This role requires a strong understanding of operational procedures and an ability to communicate effectively with various stakeholders.
**Key Tasks:**
- Process transactions accurately and efficiently, addressing any discrepancies or issues that arise.
- Prepare and maintain records, including daily blotters and control measures, to ensure compliance and accountability.
- Provide administrative support for telemarketing efforts, including scheduling appointments and managing customer interactions.
- Develop and maintain knowledge of program procedures and policies, serving as a resource for Advisors and other staff members.
**Requirements:**
- Bachelor's Degree (desired)
- Strong analytical and problem-solving skills
- Ability to work independently and as part of a team
- Excellent communication and interpersonal skills
