Investment Services Sales Assistant
LOCATION: Macatawa Drive, Holland
STATUS: Full Time
SCHEDULE: Mon-Fri (8:00am-5:00pm)
POSITION SUMMARY:
- Respond to existing Infinex client inquiries regarding account status; distributions, contributions, address changes, online assistance, etc.
- Take phone call overflow and set up appointments with Investment Executives.
- Prepare reviews for Investment Executives and their reps; including Albridge, Morningstar, and hypotheticals when needed.
- Assist the Investment Representatives in the branches.Upon request send forms to the branches to assist with their clients and work with Infinex.
- Assist with proactive calling for setting up reviews with clients.Work on proactive client touches throughout the year (birthday cards, newsletters, etc.)
- Set up new accounts on the Infinex system & submit paperwork to Infinex.
- Keep up rate sheet for approved annuity’s and send to the branches weekly.
- Rotate office time with Investment Executives for office work; filing, organizing, etc.
MINIMUM QUALIFICATIONS:
- Specialized education/training normally acquired through up to 18 months and/or related experience.
- Strong computer, organizational and interpersonal skills
