Financial Sales Assistant

Jackson, MS 39211

Posted: 06/12/2024 Industry: Office/Clerical Job Number: 248755 City: Type:

Job Description

Company Description

Our client is a reputable financial services firm based in Jackson, Mississippi, specializing in providing comprehensive investment and wealth management solutions to clients. With a team of experienced financial advisors and professionals, the firm is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized guidance. Committed to excellence and client satisfaction, this company offers a wide range of services, including retirement planning, investment management, and financial consulting. 


$45,000 - $55,000


8:30 a.m. - 4:30 p.m.

Role Description
As a Financial Sales Assistant, you will play a crucial role in supporting the financial sales team in achieving their goals and objectives. Your responsibilities will include assisting with client account management, preparing financial reports, conducting market research, and coordinating client meetings and appointments. You will also be responsible for maintaining client records, processing financial transactions, and providing administrative support to the sales team. Your attention to detail and organizational skills will be essential in ensuring the smooth operation of the financial sales department.


  • Bachelor’s degree in Finance, Business Administration, or related field

  • Previous experience in financial services or sales support role is preferred

  • Strong knowledge of financial products and services

  • Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint

  • Excellent communication and interpersonal skills

  • Ability to multitask and prioritize tasks effectively

  • Detail-oriented with a high level of accuracy in data entry and record-keeping

  • Knowledge of CRM systems and financial software is a plus

  • Ability to work collaboratively in a team environment

  • Strong work ethic and proactive attitude towards learning and professional development

If you review the job description and requirements above and your skills are a match, click the APPLY button or visit You can also submit a resume at If you have any questions, contact Melinda at 601-353-4200.


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About Jackson, MS

Ready to embark on a new career adventure in vibrant Jackson, Mississippi? This charming city offers not only job opportunities but also a rich cultural scene, with landmarks like the Mississippi Museum of Art, Thalia Mara Hall, and the Fondren District's eclectic cuisine and art galleries. Jackson is a hub of growth and innovation, making it an ideal location for professionals looking to thrive. Consider joining us in exploring the job listings in this dynamic area and unlock the door to endless possibilities for your career!