Licensed Sales Assistant
Licensed Sales Assistant
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Job Description
Status: Hourly/Nonexempt
Location: Sodus New York
Schedule: 8:30am 5:00pm Monday Friday. Must be flexible to meet current and future business needs.
General Summary:
Reliant Credit union ranked one of Rochesters top midsized workplaces eight years in a row seeks a Licensed Sales Assistant to join our team.
The Licensed Sales Assistant is responsible for providing administrative support to the Reliant Investment Services team. This includes processing member paperwork assisting with member transactions within their license limits processing mail following up with members assisting with social media coordinating meetings and presentations and managing calendars for scheduling purposes.
As a Licensed Sales Assistant at Reliant you will:
- Serves as the primary point of contact for client inquiries account maintenance and servicerelated issues.
- Processes and follow up on client requests including account transfers withdrawals and updates.
- Schedules and confirms client meetings prepare necessary documentation and ensure prompt followup.
- Maintains accurate client records and ensure compliance with policies and regulatory standards.
- Manages calendars correspondence and documentation for the investment sales team.
Reliants benefits package includes:
- 401k retirement plan with up to 7 match
- Paid time off including vacation sick federal holidays and your birthday!
- Affordable Insurances (medical dental vision life) for as little as $5 a month
- Branded Apparel to truly make you feel part of the team
- And much more!
- High school diploma or equivalent is required.
- 2 years of experience in financial services preferably in investment sales or advisory capacity.
- Seriesand NYS Insurance required.
- Proficiency with financial software CRM systems and Microsoft Office Suite
- Accepts new technology procedures and methods. Demonstrates the ability to remain flexible follow instructions and adapt to a changing work environment.
- Excellent oral and effective written communication skills.
- Must be well organized and willing to work independently in a multitask environment. Demonstrates a high degree of attention to detail.
- Excellent interpersonal skills with the ability to motivate and influence others to gain cooperation and trust and to work effectively with diverse groups of people.
Licensing Requirement:
The required license must be obtained within six 6 months of hire. Continued employment in this position is contingent upon obtaining and maintaining the appropriate licensure. Failure to do so may result in forfeiture of the position.
Physical Requirements:
- Use of keyboard monitor telephone and other standard office equipment.
- Communicate effectively in person and via telephone video conferencing email and written documents.
- Access document equipment and files above and below waist levels.
- Sit and/or stand for extended periods of time.
Candidates considered for hire are subject to credit and other employment reference checks.
Reliant Community Federal Credit Union is proud to be an Equal Opportunity Employer AA Disability/Veteran. If you are interested in applying for employment and need special assistance or an accommodation to apply for a posted position contact our Human Resources department via phone ator email at
Employment Type
Full-Time
