Wealth Sales Assistant I
Core
Support financial advisors and employees by handling account transfers, tracking financial transactions, and maintaining client relationships and databases.
Role type
Wealth Sales Assistant I
Builds
Account transfers, transaction processing, client correspondence, and office inventory management
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Customer service, written and verbal communication, Microsoft Office proficiency, task prioritization, attention to detail
Responsibilities
Initiate and follow up on new and closing account transfers; Follow up on purchases and transfers of mutual funds, stocks, bonds, and other assets; Participate in daily workflow of account administration including monitoring cost basis information; Maintain a database of client mailing information; Organize and maintain proper inventory of office supplies and wealth management literature; Help maintain client relationships