Financial Retail Sales Assistant - Registered jobs in Hawaii
Financial Retail Sales Assistant - Registered provides sales and business development support for one or more licensed/registered investment product sales representatives. Performs customer service and administrative tasks to answer product questions, make changes to accounts, open new accounts, and receive orders. Being a Financial Retail Sales Assistant - Registered may execute orders from existing clients. Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Additionally, Financial Retail Sales Assistant - Registered coordinates referrals, sales appointments, and requests for information. Has a solid knowledge and understanding of the firm's product offerings. May require a bachelor's degree. Requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Depending on the product's sold, may also require completion of FINRA Series 7 General Securities Representative qualification. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Registered work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Financial Retail Sales Assistant - Registered typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Recently Added Financial Retail Sales Assistant - Registered jobs
- Voya Financial
-
Honolulu, HI
FULL_TIME
-
Overview:
Seeking motivated, organized, and responsible professional to perform a variety of administrative and clerical tasks. Duties of the Administrative Assistant include providing support to our financial team, assisting in daily office needs and increasing the efficiency of the office. (This is not a remote job despite what indeed says)
15 -20 hours per week.
Responsibilities will include:
- Answering and directing phone calls as needed
- Preparing paperwork for new and existing client accounts
- Tracking Required Minimum Distributions for clients and maintaining excel spreadsheet
- Following up on submitted paperwork to make sure it is processed
- Calling companies to get information on client accounts
Requirements and skills:
- Working knowledge of office equipment
- Proficiency in MS Office
- Excellent time management skills and the ability to prioritize
- Attention to detail
- Strong organizational skills with the ability to multi-task
- Knowledge of docupace preferred but not required
- Ability to work independently once trained
- High School Diploma or GED
- at least 2 years administrative experience, Financial Service Industry experience preferred but not required.
Salary:
$20/hour
- 27 Days Ago
- Momentum Financial Services Group
-
Honolulu, HI
FULL_TIME
- Company DescriptionAre you a dynamic and driven sales professional? If so, Momentum Financial Services Group wants you to join our team. As a Financial Services Representative, you'll make a positive ...
- 1 Month Ago
- S & K SALES CO
-
Kapolei, HI
FULL_TIME
- SALES ADMINISTRATIVE ASSISTANT Position Overview Provide administrative support to the Account Executives for day to day operations per Customer and S&K Sales Co. operating procedures and requirements...
- 13 Days Ago
- RMA Sales
-
Aiea, HI
CONTRACTOR
- POSTION: FULL TIME 04082024 Administrative Assistant/Project Coordinator for a Specialty Contractor Diamond Glass & Metals LLC is a local commercial glazing contractor seeking an individual to assist ...
- 14 Days Ago
- Kona Brewing Hawaii - Admin, Finance, Sales &...
-
Kona, HI
FULL_TIME
- Kona Brewing Hawaii has an immediate opening for a Director of Restaurant & Retail Operations, Hawaii. This position will report directly to the President. This position will be responsible for advanc...
- 22 Days Ago
- 700 Deckers Retail, LLC
-
Honolulu, HI
PART_TIME
- ABOUT HOKA At HOKA, we believe in the transformational power of running and the joy and optimism that movement brings. We are driven by our passion for our Brand and products, and we want to share it ...
- 21 Days Ago
Financial Retail Sales Assistant - Registered jobs at Popular Companies
- Northwestern Mutual
-
Austin, TX
- LOCAL candidates only. Must live in Austin metro area or already plan to be moving here. Finance or sales experience not...
- 4/26/2024 12:00:00 AM
- The Western and Southern Life Insurance Company
-
Charlotte, NC
- Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
- 4/26/2024 12:00:00 AM
- Allstate
-
- We are looking for talent in Rhode Island....We have immediate opportunities and access to existing books of business. W...
- 4/25/2024 12:00:00 AM
- New York Life - North Dakota
-
Fargo, ND
- Description Are you a dedicated individual seeking an entry-level opportunity in financial services in Fargo, ND? Join o...
- 4/24/2024 12:00:00 AM
- Northwestern Mutual
-
Austin, TX
- LOCAL candidates only. Must live in Austin metro area or already plan to be moving here. Finance or sales experience not...
- 4/23/2024 12:00:00 AM
- Northwestern Mutual
-
- If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financi...
- 4/23/2024 12:00:00 AM
- Northwestern Mutual
-
Minnetonka, MN
- Job Description-Financial Advisor Choose a career where changing someone else’s life for the better is also life-changin...
- 4/22/2024 12:00:00 AM
- AMG B Group
-
Greensboro, NC
- Job Description Job Description Seeking experienced Insurance agents with 1 year of experience and/or sales experience i...
- 4/22/2024 12:00:00 AM