Top 1 Financial advisor assistant Jobs in Princeton, Wv

Sales Assistant
First Community Bank —Princeton, WV
- $16.14 - $21.83 an hour
- Computer literacy
- Research
- Office
- Paid holidays
- Health insurance

Related jobs to explore

Based on your search for financial advisor assistant

Chief Attorney
Fayette County Public Defender Corp. —Fayetteville, WV
Requirements: Must maintain State Bar of West Virginia license throughout employment at the office's expense; may not practice law in the State of West Virginia…
Quick Apply
Sales Assistant
First Community Bank —Princeton, WV
Answer telephone calls and respond to customer requests and service issues. Bachelor’s degree in related field or equivalent education and work related…
$16.14 - $21.83 an hour

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Sr. Financial Analyst - Strategic Finance
McKesson —Columbus, OH
Bachelor's Degree in Finance, Accounting, Economics or related field, or equivalent experience, and typically requires 7+ years of relative experience in FP&A,…
$97,900 - $163,100 a year
4d
Administrative Support Assistant
Cambridge Investment Research Advisors —Columbus, OH
Financial services administrative support staff are responsible for *managing* projects, *follow-up* on pending projects, assisting current office staff, client…
$14 - $16 an hour
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for financial advisor assistant in princeton, wv

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor assistant jobs near princeton, wv

Sales Assistant jobs in North Carolina

Medical Assistant jobs in Georgia

Luxury Sales jobs in Atlanta, GA

Sales Assistant jobs in New York, NY

Sales Assistant jobs in Crystal Lake, IL

Medical Assistant No Experience jobs in Houston, TX

Loan Officer Assistant jobs in Houston, TX

Sales Assistant jobs in Santa Clara, CA

Sales Assistant

First Community Bank -
Princeton, WV

Apply Now

Job Details

$16.14 - $21.83 an hour

Benefits

Paid holidays
Health insurance
Dental insurance
Vision insurance
401(k) matching
Life insurance

Qualifications

Computer operation
Customer communication
High school diploma or GED
Desktop applications
Productivity software

Full Job Description

Description:

At First Community Bank, we are committed to making our community, the places where we live and work, a better place each day. With a true focus on “community banking,” employees find that they can make an impact through company-sponsored programs such as paid volunteer time, matching gifts for charitable contributions, and team participation in charitable events. We offer comprehensive benefits including health, vision, and dental insurance, 401(k) plan with employer match, life insurance, and paid vacation days, holidays, and other time off options. With over 60 locations in four states, First Community Bank offers the personal service you would expect from a company that knows your community. We welcome all applicants and look forward to new colleagues joining our community!

The Sales Assistant assists the Branch Manager (BM) and/or Financial Advisors (FA) in the establishment and maintenance of accounts that are current to prospective clients. Within their level of experience, licensing and registration, handle routine transactions and account relationships while supporting the assigned BM and/or FAs. Provide the highest quality of service to every customer.

Duties and Responsibilities:

Support assigned BM and/or FAs by reviewing and submitting account paperwork to Broker/Dealer and/or annuity and mutual fund companies for processing and creating client files. Maintain appropriate records as required for all transactions. Follow through to confirm all elements of a transaction are successfully implemented.
Answer telephone calls and respond to customer requests and service issues. Research customer account issues including account errors, name and address changes, dividend payment modes, and status of securities.
Assist BM and/or FAs with coordination of business plan elements for prospecting to secure new clients such as coordinating strategic partner seminars or branch meetings and regular and consistent communications such as direct mail campaigns and scheduling review meetings to help retain existing clients.
Complete all required continuing education such as Bank, Broker/Dealer, and regulatory agencies on time to keep all licenses and Broker/Dealer status current.
Perform general clerical duties including typing of general correspondence, making copies, ordering supplies, filing and other special assignments, and projects as assigned.
Complete continuing education as required by professional designations and to meet licensing and regulatory requirements.
Refer clients to other bank services.
Understand, report, respond to, manage, and monitor the risk encountered daily as required by First Community Bank’s Risk Management Program.
Ensure compliance with regulatory laws and Company policies and procedures.
Complete training, as assigned, within the expected timeframes.
All employees are expected to support First Community Bank’s mission, vision, and values by exhibiting commitment to the Company Standards of Conduct and executing to the fullest extent possible the duties detailed within this job description.

Requirements:

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill, and/or ability required to perform the position in a satisfactory manner. Individual abilities may permit limited deviation from these guidelines, within the discretion of the Branch Manager/Financial Advisor.

High school diploma or equivalent
Bachelor’s degree in related field or equivalent education and work related experience preferred
Two years of related experience preferred
Excellent verbal and written communication skills
Excellent interpersonal and customer service skills
Excellent organizational skills and attention to detail
Strong analytical and problem-solving skills
Proven record of delivering outstanding customer service
Demonstrated proficiency using common office software and systems
Ability to sit in front of a computer for extended periods of time
Ability to travel, occasionally overnight

The salary range is based on market data associated with the position and where the pay rate falls within the range is commensurate with experience, education, and other qualifications.

Apply Now

Refine Your Search

financial advisor assistant jobs in princeton, wv

Sales Assistant

Related jobs to explore

Explore jobs in cities nearby

I want to receive the latest job alert for financial advisor assistant in princeton, wv

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected