Student Veterans of America Jobs

Job Title - Department Licensed Sales Assistant - Securities Administration Location This position is 100% in office. Position will be located at Henderson Road (Columbus, OH) Market Central OH Work Hours per Week 37.5 Requirements High School Diploma or GED Associate or Bachelor Degree preferred. Understanding of core investment products, including mutual funds and fixed and variable annuities preferred. Minimum of one year of experience in the financial industry with a fundamental understanding of bank services and operations preferred. Scheduling and/or sales experience desired. Insurance license - State Life & Health preferred. Series 6 or 7, and 63 and 65 or 66 preferred. Job Description Summary: The Administrative Assistant is responsible for providing support services for assigned Financial Advisor(s) in defined territory. Duties include administrative tasks, business processing, customer service interaction, client prospecting, and appointment scheduling for the advisor. The Administrative Assistant's role is essential to maintaining and expanding the advisor's business. Essential Duties and Responsibilities: Answers incoming calls, handling requests or directing to appropriate parties. Maintains and establishes all customer files. Promotes the sales culture by demonstrating ability to sell and cross-sell the Bank's products and services in order to reach individual and team sales goals. Reviews and processes paperwork. Tracks all written business. Sends required documents, updates, and other correspondence to clients. Processes and monitors all account transfers. Handles customer inquiries. Manages client requests for distributions on accounts, or service issues as needed. Prepares prospecting letters to clients on behalf of the advisor. Participates in seminars, branch training and community events in support of Securities Calls existing clients, prospects, and referrals to confirm client meetings and set Advisor's schedule. Overcomes objections when seeking appointments. Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner. Ability to interact professionally with representatives of the bank and other line of business representatives. Must possess strong work ethic, problem solving skills, ability to multi-task. Ability to maintain attention to detail. Ability to maintain confidentiality. Ability to handle workload pressure and deadlines. Possess positive attitude to support, protect, schedule and manage the advisor's time is crucial in this position. Ability to meet with clients to process administrative paperwork. Essential Function: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. WesBanco is an Equal Opportunity, AA Employer. EOE/Minority/Female/Disabled/Veteran