What are the responsibilities and job description for the Sales Team Associate position at Cetera Investment Services LLC?
**Job Overview:**
Cetera Investment Services LLC is seeking a highly skilled and detail-oriented Sales Assistant to join our team. As a key member of our operations group, the Sales Assistant will play a critical role in ensuring the smooth execution of daily sales activities.
**Responsibilities:**
- Review transactions for accuracy and completeness, maintaining accurate records and communicating with Advisors as needed.
- Maintain inventory of office supplies, marketing materials, and business cards, communicating reorder requests to management.
- Process trades in a timely manner, assisting with follow-up on suspended trades and providing information on completing paperwork.
- Support Financial Advisors with telemarketing efforts, developing new business and delivering exceptional customer service.
**Requirements:**
- Bachelor's Degree (preferred)
- Strong interpersonal skills and ability to work with diverse groups
- Dependable, accurate, and organized with excellent attention to detail
- Ability to exercise good judgment and handle confidential information
