Welcome page Returning Candidate? Log back in! Sales Assistant Location US-MS-Brandon Posted Date 21 hours ago(12/30/2024 12:26 PM) Job ID 2024-18075 Category Trust Type Regular Full-Time Job Grade 8 FLSA Status Non-Exempt Working Hours 8-5 Job Location: Company 10192 -Trustmark Financial Services Overview

To provide clerical and administrative support to Financial Consultants and serve as the first point of contact to service a high volume of daily client interactions.

Responsibilities Open and service investment accounts for individuals and business entitiesProcess money movement and securities transfersResolve operational exceptions Analyze problems and seek solutions timely with the client in mindPrepare presentation reports for client meetings Maintain calendar and schedule for Financial Consultant Assist Financial Consultant with marketing effortsMaintain a FINRA compliant branch filing system Qualifications College degree in business related field OR 2 years of securities industry or banking experienceFinancial Services product knowledgeExcellent written and oral communication skillsProficient in Microsoft Office SuiteTime management skills; ability to multi task and prioritize tasksTeamwork SkillsHighly organized self-starter preferred

 

Physical Requirements/Working Conditions:  Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

 

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

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