What are the responsibilities and job description for the Investment Industry Coordinator position at Lincoln Investment?
Lincoln Investment, a reputable Financial Planning Practice, is seeking a skilled professional to fill the role of Sales Assistant.
This critical position requires exceptional customer service and problem-solving skills, enabling the candidate to efficiently manage client relationships and provide accurate information to advisors.
The ideal candidate will possess excellent oral and written communication skills, be extremely organized, and have the ability to work independently with strong attention to detail.
Responsibilities:
- Communicate with clients via phone and email
- Manage client accounts, including account changes, distributions, and updates
- Prepare for client appointments and assist with scheduling
- Monitor and process mail
- Document client interactions using our CRM system
Skills and Qualifications:
- Series 6/7 and 63/66 FINRA registrations
- Customer service experience
- Word processing and spreadsheet experience
- Strong organizational and time management skills
- At least 2 years of previous experience in a sales support role or equivalent combination of education and experience
