Sales Assistant - Wealth Management at Citizens National Bank in Meridian, Mississippi

Job Description:

Sales Assistant

Classification: Non-Exempt

Reports to: Brokerage Operations & Client Services Manager

Summary/Objective

The Sales Assistant is responsible for the client and sales support of Raymond James clients in the Downtown Meridian Wealth Management Division.

Primary Functions

Administration

• Answer telephone calls.
• Process and manage mail.
• Schedule appointments.
• Manage client communications [social media, mass e-mail, correspondence & reports].
• Prepare any documents to be overnighted for process by Raymond James home office.
• File documents as required.

Client Service

• Greet clients.
• Prepare client proposals.
• Prepare client account applications & open accounts.
• Mutual fund linking – Breakpoints and Direct Accounts.
• Deposit and post client checks/contributions.
• Enter and process client disbursements.
• Client account maintenance.
• Assist in the organization of account documentation and workflow.

Reports

• Manage documents due report.
• Monitor cash reports.
• Prepare referral report and update sales system.
• Prepare Excel spreadsheets & Word documents.

Compliance

• Adhere to regulatory requirements.
• Assist in compliance / regulator audits and examinations.
• Ensure account information is entered and managed in a reliable and timely fashion.

Secondary Functions

1. Assist with gathering required documents and processes required by auditors.
2. Cross train on other Wealth Management functions to ensure department stability as needed.
3. Participate in all required meetings and any educational training required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Supervisory Responsibility

None

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.

Physical Demands

Prolonged periods working at a desk

Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m.

Travel
Minimal travel is expected for this position.

Required Education and Experience

1. High School Graduate or GED.
2. Effective time management and organizational skills.
3. Strong verbal and written communication skills.
4. Proficient in Excel and Microsoft Word.
5. Effective interpersonal skills.
6. Ability to manage confidential information.
7. Must be able to work in a team environment.
8. Must be able to multi-task.

Preferred Education and Experience

1. Post High School Education or 1 year of related experience.
2. Work experience in a brokerage firm.

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Equal employment opportunity, including veterans and individuals with disabilities.

PI265385673

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