Job Description
Job DescriptionWe are looking for a detail-oriented Trade/Sales Assistant to join our team in Palm Beach Gardens, Florida. This Contract-to-Permanent position offers an excellent opportunity to provide critical support to financial advisors, ensuring smooth account management and transaction processes. If you thrive in a fast-paced environment and are skilled in administrative assistance, data processing, and customer support, we encourage you to apply.
Responsibilities:
• Assist financial advisors with the setup and submission of new accounts on the platform, ensuring accuracy and compliance.
• Facilitate the execution of transactions, including deposits and withdrawals, while maintaining detailed records.
• Guide advisors on configuring systematic deposits and withdrawals to streamline financial processes.
• Address inquiries from advisors, providing timely and detail-oriented support to resolve issues.
• Manage transactions involving both experienced and non-experienced funds, ensuring proper handling and documentation.
• Utilize CRM tools to track account activity and maintain organized client records.
• Process cash activity promptly and reconcile accounts as needed.
• Support administrative tasks such as data entry, reporting, and communication to maintain operational efficiency.
• Collaborate with team members to optimize processes and enhance advisor satisfaction.• Proficiency in CRM systems to manage client interactions and account details.
• Strong skills in data processing and attention to detail for accurate recordkeeping.
• Ability to answer inbound calls professionally and resolve inquiries effectively.
• Familiarity with financial transaction processes, including buying and cash activities.
• Advanced knowledge of Microsoft Excel for reporting and data analysis.
• Experience in handling account transactions and maintaining compliance standards.
• Excellent administrative and organizational abilities to support daily operations.
• Strong communication skills to provide clear guidance and support to advisors.