Wealth Management Sales Assist
Farmers National Banc Corp.North Lima, OH
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Job Description
SUMMARY: Provide administrative assistance for one to three financial advisors in a specific geographic area. Routinely schedules appointments and meetings. Answers client questions and provides account information upon request.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Provide sales assistance for Investment Executive/Sr. Investment Executive in an assigned office
- Send daily wires out of customer funds to the office manager
- Assist in the administration and tracking of the Investment Rep referral program
- Perform customer follow-up and clerical files
- Provide clients with account information upon request
- Create hypothetical illustrations for clients
- Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
- Regular, predictable attendance is an essential requirement of this position
- Complete all other duties as assigned
EDUCATION AND/OR EXPERIENCE:
- High School diploma or General Education degree (GED) required, College Degree in Business Administration preferred
- Minimum of one (1) year experience in a financial sales support role
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.