About the Role:
A Financial Services Sales Assistant II provides administrative and operational support for one or more Financial Advisor(s) and serves as a liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on client satisfaction.
Provide administrative support in a variety of ways, including by answering incoming calls, organizing filing systems, coordinating schedules, and preparing correspondence and documents
Send various forms to clients as requested and required.
Assist Financial Advisors with client support and time management
Process confidential information
Open, maintain, and service client accounts
Follow up on missing paperwork
Process new accounts and files
Perform daily business processing to include department mail and processing checks and securities.
Maintain the client and mailing database
Update Financial Advisors’ calendars
Service clients by researching and resolving problems
Provide quote information and mutual fund trade entry
Equity trades can be entered by Series 7 licensed employees
Accept unsolicited mutual fund and money market investment direction from clients
Coordinate and assist Financial Advisor(s) with client events by marketing, mailing, following up, and assisting on the day of the event
Work with the operations department for account maintenance and to initiate and update client instructions
Complete department projects
Maintain the client scanning system so records are accurate and complete
Balance settlement account and review trade blotters.
Review and notify Financial Advisor(s) of new referrals
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned.
About You:
3 years — of experience as an assistant in the financial services industry or a related field (Required)
Subject matter expert in investment concepts and terminology, including investment vehicles, transaction types, and securities clearing systems
Highly proficient with Microsoft Office Suite
Self-starter with initiative
Able to work independently or with limited supervision while working closely with clients and Financial Advisors.
Able to prioritize and effectively manage multiple tasks at once
Strong data entry, reading, and comprehension skills
Ability to process confidential work
The pay range for this role is $23.00 to $35.00.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
Primary Location: Ability to work fully onsite at posted location(s).
301 Church Street Salem OR 97301
Our Benefits:
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance,…