Financial Service Sales Assistant

Financial Services Sales Assistant II

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.

Responsibilities include:

• Providing administrative support in a variety of ways, including by answering incoming calls, organizing filing systems, coordinating schedules, and preparing correspondence and documents
• Sending various forms to clients as requested and required.
• Assisting Financial Advisors with client support and time management
• Processing confidential information
• Opening, maintaining, and servicing client accounts
• Following up on missing paperwork
• Processing new accounts and files
• Performing daily business processing to include department mail and processing checks and securities.
• Maintaining the client and mailing database
• Updating Financial Advisors' calendars
• Serving clients by researching and resolving problems
• Providing quote information and mutual fund trade entry
• Equity trades can be entered by Series 7 licensed employees
• Accepting unsolicited mutual fund and money market investment direction from clients
• Coordinating and assisting Financial Advisor(s) with client events by marketing, mailing, following up, and assisting on the day of the event
• Working with the operations department for account maintenance and to initiate and update client instructions
• Completing department projects
• Maintaining the client scanning system so records are accurate and complete
• Balancing settlement account and reviewing trade blotters.
• Reviewing and notifying Financial Advisor(s) of new referrals
• Demonstrating compliance with all bank regulations for assigned job function and applying to designated job responsibilities knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
• Following all Bank policies and procedures, compliance regulations, and completing all required annual or job-specific training.
• Maintaining 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 learning, demonstrating, and fostering the Columbia corporate culture in all actions and words.
• Taking personal initiative and being a positive example for others to emulate.
• Embracing our vision to become "Business Bank of Choice"
• May perform other duties as assigned.

Qualifications:

• 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

Pay Range: $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, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.