Sales Assistant

Job Title : Sales Assistant

Location : Independence, Ohio

Job Type : Full-Time

Job Summary

We are seeking an experienced, proactive and organized Sales Assistant to support one of our financial advisors. This individual will play a key role in managing daily operations, providing top-tier customer service and supporting the financial advisor in various administrative tasks. The ideal candidate is self-motivated, detail-oriented, able to multitask efficiently and takes the initiative to address client and team needs.

Key Responsibilities

• Serve as the primary point of contact for client inquiries, providing exceptional customer service and managing communication between clients and the financial advisor.
• Schedule and coordinate client meetings, including preparing necessary documentation and follow-ups.
• Assist in preparing financial documents, reports, and presentations as required by the advisor.
• Maintain and organize client files and databases, ensuring all information is up-to-date and accessible.
• Handle general administrative tasks such as answering phone calls, managing emails, and organizing the office environment.
• Process new account applications, transfers, and other client paperwork accurately and in a timely manner.
• Track and follow up on client requests, ensuring resolutions are achieved quickly and professionally.
• Monitor compliance requirements and ensure all client interactions and files meet regulatory standards.
• Assist with marketing efforts, such as updating client communication materials and managing social media presence.
• Other duties as assigned by the financial advisor to support office efficiency and client satisfaction.

Qualifications

Additional Attributes

Other Information