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Sales Administrative Assistant
Job Description
An established independent financial services firm in Rockville, MD, is looking to bring on board a Sales Administrator who thrives on client interaction and excels in managing financial data. This role offers the unique opportunity to work with high-net-worth clients and some of the most educated individuals in the world. If you are tech-savvy, polished, and have a passion for delivering exceptional client service, this is the perfect opportunity for you to make a significant impact and grow within a supportive and stable company.
Sales Administrator Requirements:
- Minimum of 2 years of experience in wealth management or financial services
- Series 65 required; Series 7 highly preferred
- Polished; experience in a client-facing role is a plus
- RIA experience highly favorable
- Tech-savvy; familiarity with e-money and Schwab is a plus
- Excellent communication and interpersonal skills
- Ability to work onsite 100% at their office in in Rockville, MD
Sales Administrator Responsibilities:
- Handle client onboarding and paperwork
- Work extensively a financial data aggregator to consolidate financial information from various accounts
- Schedule account reviews and manage client communications
- Ensure all emails and communications are professional and compliant
- Provide exceptional service to high-net-worth and highly educated clients
Sales Administrator Benefits:
- Competitive salary + performance-based bonus
- 98% health coverage for employee
- 401(k) Plan with 3% match
- Accrued PTO, beginning immediately
- Monthly team dinners and happy hours, annual holiday parties, birthday lunches
Apply Now!
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