4500 I-55 North , Suite 291 Jackson, MS 39211 United States of America
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.Â
Pay
$45,000 - $55,000
Hours
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.
Qualifications
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 APPLYÂ button or visit www.tempstaff.net/apply. You can also submit a resume at www.tempstaff.net/resume. If you have any questions, contact Melinda at 601-353-4200.
#248755
Please take a moment to verify your personal information and resume are up-to-date before you apply.