Investment Sales Assistant

Job Overview
We are seeking a motivated and enthusiastic Sales Assistant to join our growing team. The ideal candidate will play a crucial role in supporting our sales operations and enhancing client satisfaction. As a Sales Assistant, you will be responsible for assisting clients, assisting the Managing Director and communicating with our support office. This position is perfect for individuals who are passionate about communicating with people.

Duties

Opening, editing and maintaining client accounts.
Maintaining confidential, client files.
Processing payments in and payments out.
Using our various systems for compliance and industry regulation.
Tracking client communication using our CRM software.
Handle client inquiries and resolve issues promptly to ensure accuracy and avoiding errors.
Experience

Previous experience in retail or sales is preferred but not required; we welcome candidates eager to learn.
Strong communication skills with the ability to engage effectively with clients.
Knowledge of computer technology (MS Office) is a must.
Strong time management and organization skills.
A positive attitude, strong work ethic, and ability to work collaboratively within a team environment.
Investment industry courses and quite welcome.
Job Type: Full-time

Pay: $40,000.00-$48,000.00 per year

Additional pay:

Bonus pay
Benefits:

Casual dress
Dental care
On-site parking
Vision care
Schedule:

Monday to Friday
Work Location: In person Read more