Financial Services Sales Assistant - Harrisburg, PA

• Manages client communications and follow up with clients by phone, email or by mail.
• Assists with scheduling and arranging client appointments including reminder calls if requested.
• Coordinates appointment times and locations with appropriate Financial Center personnel to ensure a meeting area will be available and the Financial Center knows to greet the clients.
• Proactively contacts clients to schedule financial reviews or other financial meetings.
• Provides general administrative support including data entry, mailing, filing and organizing documents and other related information to audit standards.
• Provides completed service forms for clients to sign and return as part of the exceptional client experience expectation.
• Manages day-to-day client transactions and ensures an overall positive client experience.
• Coordinates client education events by sending invitations, managing the RSVP list, attending the event, greeting clients and managing logistics on the day of the event.
• Coordinates necessary updates for Ambassador class meetings and binder preparation.
• Contacts carriers and investment companies who do not report thru the Broker / Dealer to facilitate quarterly AUM Assets Under Management reports as required by the organization executive management team.
• Assists in ordering MPFS branded materials and having them delivered to required locations.
• Provides assistance in facilitating requests thru the organization marketing team for business card orders and other marketing needs.
• Provides assistance to all Financial Advisors and Financial Consultants who do not have a sales assistant as needed.
• Builds strong, meaningful relationship with clients.
• Contacts individuals with carriers and investment companies to give or obtain information on client accounts, sales materials or service needs.
• Maintains department records and files to audit standards and ensures the records remain secure.
• Assists Advisor in calling efforts to clients identified for sales initiative and following up on referral and lead opportunities provided.
• Assists clients in obtaining specialized services from other company business lines as appropriate.
• Creates and maintains client files, ensures contents are complete accurate and to audit standards.
• Coordinates and manages Financial Advisor schedules; Manages requests for appointments and prioritizes based on situation.
• Assists clients with access online websites via conference calls with the appropriate personnel at the company if necessary.
• Assists Financial Advisor in completing and/or maintaining required reports for monthly submission.

• A minimum of four (4) years’ experience in a related position normally required
• A high school diploma or equivalent with an emphasis in business curriculum
• Current industry experience.
• Proficiency with Microsoft Office products required.
• Strong organization skills and attention to details required.
• Strong communications skills via telephone and email required.

Skill(s)