Administrative Assistant/Sales Support role in Horsham, PA
Basic Function: Ensure that clients are promptly, courteously and professionally serviced and their questions and problems effectively resolved. Provide administrative and clerical support to financial representative(s). This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient and professional manner.
Candidate must be extremely organized, detail-oriented and a self-starter. This role is based in Horsham, Pennsylvania and will require onsite work.
Responsibilities:
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Responsible for client contact which includes communication by phone, email and text
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Assist clients with service needs, including general account questions, account changes, loans and withdrawals
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Schedule and confirm client appointments by email, phone and text
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Monitor incoming and outgoing mail
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Prepare and submit client paperwork and financial transactions
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Document client interactions via CRM
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Responsible for executing marketing tasks through Broadridge, including monthly newsletters and greeting cards
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Prepare and process paperwork for new business; includes paperwork for mutual funds, annuities and life insurance products
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Respond to and correct paperwork not in good order
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Submit correspondence and sales material to compliance for review
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Ensure that Required Minimum Distributions are taken
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Inform financial advisor of client issues of significant concern
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Stay apprised on industry and company rules and regulations
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Attend branch operations meetings and sales assistant conferences
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Other projects and tasks as assigned
Skills Required:
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Ability to develop strong client relationships
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Excellent oral and written communication skills
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Ability to work independently
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Problem solver and critical thinker
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Ability to anticipate client and advisor needs
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Capable of working under deadlines
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Ability to do research to answer questions
Software Used:
Albridge, Broadridge, Investment and Insurance company websites, MS Outlook, Excel, and Word, eMoney Financial Planning software
Knowledge/Experience:
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At least 2 years of previous experience in a sales support role
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Investment/brokerage operations experience
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Customer service experience
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Thorough knowledge of mutual funds and retirement plans
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Experience with eMoney Financial Planning Software highly desired
Lincoln Investment recognized as one of Philadelphia's Top Workplaces for over ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia.
Lincoln Investment is proud to be an Equal Opportunity Employer. We celebrate a diverse workforce and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Please e-mail jobs@lincolninvestment.com to submit your resume.