Financial Retail Sales Assistant - Registered jobs in Kahului, HI
Financial Retail Sales Assistant - Registered provides sales and business development support for one or more licensed/registered investment product sales representatives. Performs customer service and administrative tasks to answer product questions, make changes to accounts, open new accounts, and receive orders. Being a Financial Retail Sales Assistant - Registered may execute orders from existing clients. Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Additionally, Financial Retail Sales Assistant - Registered coordinates referrals, sales appointments, and requests for information. Has a solid knowledge and understanding of the firm's product offerings. May require a bachelor's degree. Requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Depending on the product's sold, may also require completion of FINRA Series 7 General Securities Representative qualification. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Registered work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Financial Retail Sales Assistant - Registered typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Recently Added Financial Retail Sales Assistant - Registered jobs
- Voya Financial
-
Honolulu, HI
FULL_TIME
-
Overview:
Seeking motivated, organized, and responsible professional to perform a variety of administrative and clerical tasks. Duties of the Administrative Assistant include providing support to our financial team, assisting in daily office needs and increasing the efficiency of the office. (This is not a remote job despite what indeed says)
15 -20 hours per week.
Responsibilities will include:
- Answering and directing phone calls as needed
- Preparing paperwork for new and existing client accounts
- Tracking Required Minimum Distributions for clients and maintaining excel spreadsheet
- Following up on submitted paperwork to make sure it is processed
- Calling companies to get information on client accounts
Requirements and skills:
- Working knowledge of office equipment
- Proficiency in MS Office
- Excellent time management skills and the ability to prioritize
- Attention to detail
- Strong organizational skills with the ability to multi-task
- Knowledge of docupace preferred but not required
- Ability to work independently once trained
- High School Diploma or GED
- at least 2 years administrative experience, Financial Service Industry experience preferred but not required.
Salary:
$20/hour
- 26 Days Ago
- Momentum Financial Services Group
-
Honolulu, HI
FULL_TIME
- Company DescriptionAre you a dynamic and driven sales professional? If so, Momentum Financial Services Group wants you to join our team. As a Financial Services Representative, you'll make a positive ...
- 1 Month Ago
- S & K SALES CO
-
Kapolei, HI
FULL_TIME
- SALES ADMINISTRATIVE ASSISTANT Position Overview Provide administrative support to the Account Executives for day to day operations per Customer and S&K Sales Co. operating procedures and requirements...
- 12 Days Ago
- RMA Sales
-
Aiea, HI
CONTRACTOR
- POSTION: FULL TIME 04082024 Administrative Assistant/Project Coordinator for a Specialty Contractor Diamond Glass & Metals LLC is a local commercial glazing contractor seeking an individual to assist ...
- 13 Days Ago
- Kona Brewing Hawaii - Admin, Finance, Sales &...
-
Kona, HI
FULL_TIME
- Kona Brewing Hawaii has an immediate opening for a Director of Restaurant & Retail Operations, Hawaii. This position will report directly to the President. This position will be responsible for advanc...
- 21 Days Ago
- 700 Deckers Retail, LLC
-
Honolulu, HI
PART_TIME
- ABOUT HOKA At HOKA, we believe in the transformational power of running and the joy and optimism that movement brings. We are driven by our passion for our Brand and products, and we want to share it ...
- 20 Days Ago
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- Kahului, HI
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0 Financial Retail Sales Assistant - Registered jobs found in Kahului, HI area
- Bank of Hawaii
-
Kahului, HI
- Job Description We invite you to submit your application as we may have positions open now or in the near future, depend...
- 4/23/2024 12:00:00 AM
- Nike
-
Wailuku, HI
- Are you ready to make moments by obsessing about the needs of world's best athletes? If so, come grow, dream and create ...
- 4/23/2024 12:00:00 AM
- Petco Animal Supplies Inc
-
Kahului, HI
- Create a healthier, brighter future for pets, pet parents and people! If you want to make a real difference, create an e...
- 4/22/2024 12:00:00 AM
- Macys
-
Kahului, HI
- Are you ready to bring your amazing self to work? At Macy's, Inc., we're on a mission to create a brighter future with b...
- 4/22/2024 12:00:00 AM
- Macys
-
Kahului, HI
- Are you ready to bring your amazing self to work? At Macy's, Inc., we're on a mission to create a brighter future with b...
- 4/21/2024 12:00:00 AM
- Macys
-
Kahului, HI
- Please note currently this role may not require an in-person interview and if you are selected for this role you will re...
- 4/20/2024 12:00:00 AM
- FedEx Office
-
Kahului, HI
- POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing ...
- 4/20/2024 12:00:00 AM
- Royal Lahaina Resort
-
Lahaina, HI
- Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management compa...
- 4/17/2024 12:00:00 AM
About Kahului, Hawaii
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