Investment Services Sales Assistant

Hoover, AL - Riverchase North Building (Birmingham, AL), US💼 Full-time💰 $43,500–$43,500🗓 2026-09-23 → 2026-09-25

Core

Provides general administrative support to Financial Advisors to facilitate transactional processing, client onboarding, and relationship management tasks.

Role type

Administrative support specialist for investment services

Builds

Client service transactions, CRM records, marketing materials, and appointment schedules

Domain

Financial services / Investment banking

Deliverable

client delivery

Required skills

Transaction processing, CRM management, client onboarding support, risk monitoring, appointment scheduling, record keeping

Preferred skills

Life insurance licensing, FINRA Series 6/7/63/65/66 registrations

Technologies

Microsoft Office, CRM Platforms

Responsibilities

Process money movements and trade requests, maintain client records in CRM, respond to advisor and client inquiries, support client onboarding and risk monitoring, schedule appointments and prepare marketing materials, collaborate with internal teams on business development

Seniority

Entry-level, individual contributor

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About regions

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