Senior Affluent Market Sales Assistant

Overview: Provides administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region. Primary Responsibilities: Actively support maintenance of customer relationships by providing administrative support to include receives/returns customer calls from existing or prospective clients to support follow-up activities with required servicing. Support sales process by participating in preparing, planning and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes. Assist in gathering or preparing sales materials in preparation for sales meetings.…