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Financial Services Coordinator

Cetera Investment Services LLC
Whitewater, WI Full Time
POSTED ON 4/3/2025
AVAILABLE BEFORE 5/3/2025

**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

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