Financial Retail Sales Assistant - Registered jobs in Monroe, LA

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)

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Financial Assistant
  • The Wellspring Alliance for Family
  • Monroe, LA FULL_TIME
  • Job Purpose: Maintain and provide to management financial and administrative information.
    Experience and Knowledge
    • High school diploma; some college preferred
    • Accounting principles and bookkeeping
    • Computer experience: Word Processing, Data Base(s), Spread Sheets
    Skills and Abilities
    1. Computer skills
    2. Accounting knowledge and ability to set up books
    3. Ability to work under pressure and deadlines
    4. Ability to budget time and duties efficiently
    5. Ability to manage position with minimal supervision
    6. Ability to develop and maintain professional relationships and to communicate and work with other staff, clients, volunteers and general public from various cultural, ethnic and racial backgrounds.
    7. Ability to work within the purpose, structure and constraints of the Agency and to make suggestions for change in a responsible manner.
    8. Ability to maintain poise and control and to be effective even under extreme stress and unexpected crisis
    Job Related Training Courses Programs
    • Orientation
    • On-going in-service workshops and conferences
    Principal Duties & Responsibilities:
    1. Delivers financial services by
    • Accounts receivable and payables
    • Preparation of third party & eap payment requests;
    • Preparation of monthly cpa report including checkbook reconciliation;
    • Daily reconciliation/verification of fees collected;
    • Coding and posting to journals and ledgers, making closing entries, applying or verifying account transfers, and summarizing totals and balances;
    • Collecting, organizing information for annual audit; and
    • Adjusting and correcting backup data.
    2. Prepares monthly, quarterly and/or annual reports and financial statements by
    • Preparing financial summaries;
    • Collecting, recording client and program data; and
    • Preparing attendance records
    3. Helps prepare and manage agency budget and fund dev. Plan by
    • Providing information to program directors to compose annual departmental budgets and grant proposals;
    • Monitoring revenue, expenditures, and recommending budget allocations;
    • Staffing agency fund-raisers
    4. Maintains a perpetual inventory system by
    • Recording receipt of materials/equipment against invoices; and
    • Recording and tagging inventory

    5. Administers retirement and other group benefit plans by

    • Calculating payments and completing reports
    6. Provides financial and grant historical references and security of financial and program information by
    • Establishing and maintaining record keeping system;
    • Filing and retrieving program information; and
    • Completing data base backups
    7. Maintains client and agency confidence and protects operations by
    • Enforcing rules, regulations, and legal requirements including state and federal laws related to grants;
    • Reviewing, monitoring and recommending changes to current and projected program and agency policies, procedures, practices, standards and operations;
    • Performing new employee orientation with regard to agency forms and records; and
    • Keeping information confidential
    8. Maintains professional competency by
    • Participating in continued education and personal growth experiences;
    9. Helps people communicate in a harmonious working environment by
    • Answering and referring telephone calls on a backup basis
    • Maintaining awareness of staff schedules and continuous flow of information
    10. Performs other duties as related to the position and as assigned
    • Work non-traditional hours and/or alternate schedule during special projects or to meet agency deadlines
  • 16 Days Ago

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Sales rep
  • Spieldenner Financial Group
  • Bastrop, LA FULL_TIME
  • Spieldenner Financial Group is a part of the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and givin...
  • 21 Days Ago

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Sales Manager
  • Spieldenner Financial Group
  • El Dorado, AR FULL_TIME
  • Spieldenner Financial Group is a part of the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and givin...
  • 17 Days Ago

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Sales Job
  • Spieldenner Financial Group
  • Crossett, AR FULL_TIME
  • Spieldenner Financial Group is a part of the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and givin...
  • 17 Days Ago

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Sales - Work from Anywhere
  • Spieldenner Financial Group
  • Ruston, LA FULL_TIME
  • Spieldenner Financial Group is a part of the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and givin...
  • 17 Days Ago

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PT/FT Sales Rep
  • Spieldenner Financial Group
  • Bastrop, LA FULL_TIME
  • Spieldenner Financial Group is a part of the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and givin...
  • 17 Days Ago

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0 Financial Retail Sales Assistant - Registered jobs found in Monroe, LA area

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Sales Associate - 5005 Ruston, LA 71270
  • Five Below
  • Ruston, LA
  • At Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free...
  • 3/29/2024 12:00:00 AM

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Shift Supervisor (Full-Time)
  • AutoZone, Inc.
  • Monroe, LA
  • AutoZone's Full-Time Shift Supervisors assist the Store Manager with leading company initiatives and ensuring maximum pr...
  • 3/29/2024 12:00:00 AM

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Financial Sales - Own a Franchise
  • Williamsonheckt
  • Monroe, LA
  • Do you want to own your own business? You are not alone, approximately 85% of the new franchise owners were professional...
  • 3/29/2024 12:00:00 AM

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Sales Associate - Store 203
  • Conn's, Inc.
  • Monroe, LA
  • Join the Conn's HomePlus Team! Discover Our Benefits * Competitive Pay: Kickstart your journey with a blend of guarantee...
  • 3/28/2024 12:00:00 AM

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Outside Sales Rep
  • United Rentals, Inc.
  • West Monroe, LA
  • Great company. Great people. Great opportunities. If you'd like the chance to make your mark with the world's largest eq...
  • 3/28/2024 12:00:00 AM

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Sales Associate
  • ACE Cash Express
  • West Monroe, LA
  • WHY ACE? You build connections with customers, whether they visit our store one time or for several years to come. Insta...
  • 3/27/2024 12:00:00 AM

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Outlet Sales Associate
  • The Talbots Inc.
  • Monroe, LA
  • **Outlet Sales Associate** ** **Location:** Monroe, Ohio US** Job Number 14495 Monroe, Ohio US Part Time Talbots is a le...
  • 3/26/2024 12:00:00 AM

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Commercial Sales Manager
  • AutoZone, Inc.
  • West Monroe, LA
  • The Commercial Sales Manager is responsible for driving the commercial sales within their AutoZone location. The CSM dev...
  • 3/26/2024 12:00:00 AM

Monroe (historically French: Poste-du-Ouachita) is the eighth-largest city in the U.S. state of Louisiana. It is the parish seat of Ouachita Parish. In the official 2010 census, Monroe had a population of 48,815. The municipal population declined by 8.1 percent over the past decade; it was 53,107 in the 2000 census. After a recheck in 2012, the Census Bureau changed the 2010 population from 48,815 to 49,147. Mayor Jamie Mayo, however, maintains that the Monroe population is more than 50,000 and indicated that he will pursue a continued challenge to the count. Monroe is the principal city of t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Registered jobs
$48,638 to $87,323
Monroe, Louisiana area prices
were up 1.2% from a year ago

Financial Retail Sales Assistant - Registered in Newport News, VA
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Non-registered sales assistants are commonly seen selling products in physical stores.
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Financial Retail Sales Assistant - Registered in Pocatello, ID
It is also the duty and responsibility of financial retail sales assistant to create reports for the sales forces, regarding sales results, team earnings, and market conditions.
March 02, 2020