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Sales Assistant
Stephens
Shreveport, LA, United States
Job Details - this job has expired, please see similar jobs below
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Complete new account and transfer account forms.
• Answer telephones, take messages, make copies, and mail printed material.
• Type correspondence, reports, account information, pair off letters, etc from drafts, transcriptions, memos and various forms.
• Maintain files of confidential and routine material and information.
• Operate computer terminals to assist Financial Consultants and/or customers and provide information as appropriate.
• Assist assigned sales staff in resolution of routine problems with accounts by researching and compiling appropriate information for their use.
• Maintain miscellaneous records for Financial Consultants such as appointment schedules, commission accounts, trades executed, etc.
• Schedule business trips for Financial Consultants, coordinate with customers while Financial Consultants is out of office, and assist with filing expense reports for Financial Consultants.
• Perform other related duties as assigned by management.
EDUCATION AND/OR EXPERIENCE
Broad knowledge of such fields as advanced accounting, marketing, business administration, finance, etc. equivalent to four years of college and 12-18 months of related experience and/or training; or equivalent combination of education and experience.
COMPUTER SKILLS
To perform this job successfully, an individual should have strong computer skills including the use of Microsoft Word, Excel, Outlook E-mail and the Internet. Ability to learn and use other industry specific software as required.
CERTIFICATES, LICENSES, REGISTRATIONS
Series 7 and 63 (must obtain within six months)
OTHER SKILLS AND ABILITIES
10-key by touch. This position requires the strong communication skills and the ability to work under extensive time constraints. Due to deadlines imposed by management, regulatory agency filing, year-end audits and regulatory exams, this limits when this position may take vacation.
REQUIRED TESTING
Microsoft Word, Excel, Alpha-Numeric Data Entry and Typing
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