Licensed Sales Assistant

Come work with a well-known financial services firm, in operation over 40 years, helping local residents plan their retirement and investing. Join a friendly, vibrant, growing office team making a positive difference in people’s lives.

Licensed Sales Assistant

East Wenatchee, WA 98802

Full-time (Monday-Friday 8:00-5:00)

Responsibilities:

Implement general administration and operational duties for one or more Financial Advisor(s) and act as a liaison between Financial Advisor(s) and their clients.

Provide a variety of administrative support for Financial Advisor(s) which includes: scheduling appointments, preparing correspondence and documents, maintaining client accounts, answering incoming calls, data input and preparing financial reports.

Research and troubleshoot client service issues.

Strong computer and organizational skills.

Pre-appointment preparation and post-appointment follow-up.

Maintain a high level of confidentiality and professionalism.

Minimum Job Requirements:

High school graduate

Some college (preferred)

A minimum of 2 years’ experience as an assistant in the financial services industry or related field

FINRA series 6 and 63 (Preferred)

Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)

Must be able to prioritize and effectively manage multiple tasks at once.

Benefits:

Industry-leading competitive wages, health insurance, 401(k) with a 3% employer contribution, pension plan with employer contribution, on-site training, a positive small-office work environment and the ability to grow in your career. Potential for licensed persons to transition to producing representative.

Contact: Kristen

Include and provide: References and Resume

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.