Sales Assistant
Lincoln Investment recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia. Basic Function: This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient, and professional manner. The individual in this role must be extremely organized, detail-oriented and a self-starter. Key Responsibilities Responsible for client contact which includes communication by phone and email Client servicing to include general account inquiries, account changes, distributions, beneficiary changes, account updates, etc. Client appointment preparation Assistance with scheduling client appointments Monitor incoming and outgoing mail Document client interactions via our Client Relationship Management (CRM) system Prepare and submit client paperwork and financial transactions Prepare and process paperwork for new & existing business for brokerage and fee-based platform investments with the occasional annuity and life insurance products Respond to and correct paperwork not in good order Other projects and tasks as assigned Knowledge & Experience Series 6/7 and 63/66 FINRA registrations preferred but not necessary Customer service experience required Word processing, spreadsheet, MS Outlook experience required. Organizational and time management skills (i.e., ability to manage multiple priorities) Preferably at least 2 years of previous experience in a sales support role or the equivalent combination of education and experience for the right candidate Ability to learn other internal and external software systems Skills Excellent oral and written communication skills Ability to develop strong client relationships Ability to work independently Problem solver and critical thinker Capable of working under deadlines Ability to do research to answer questions independently Detail-oriented Excellent time management Physical/Other Requirements May sit at workstation for extended periods of time; may view video display screen for extended periods of time also. Periods of fast pace are normal particularly when working to meet deadlines. Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.
Lincoln Investment recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia. Basic Function: This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient, and professional manner. The individual in this role must be extremely organized, detail-oriented and a self-starter. Key Responsibilities Responsible for client contact which includes communication by phone and email Client servicing to include general account inquiries, account changes, distributions, beneficiary changes, account updates, etc. Client appointment preparation Assistance with scheduling client appointments Monitor incoming and outgoing mail Document client interactions via our Client Relationship Management (CRM) system Prepare and submit client paperwork and financial transactions Prepare and process paperwork for new & existing business for brokerage and fee-based platform investments with the occasional annuity and life insurance products Respond to and correct paperwork not in good order Other projects and tasks as assigned Knowledge & Experience Series 6/7 and 63/66 FINRA registrations preferred but not necessary Customer service experience required Word processing, spreadsheet, MS Outlook experience required. Organizational and time management skills (i.e., ability to manage multiple priorities) Preferably at least 2 years of previous experience in a sales support role or the equivalent combination of education and experience for the right candidate Ability to learn other internal and external software systems Skills Excellent oral and written communication skills Ability to develop strong client relationships Ability to work independently Problem solver and critical thinker Capable of working under deadlines Ability to do research to answer questions independently Detail-oriented Excellent time management Physical/Other Requirements May sit at workstation for extended periods of time; may view video display screen for extended periods of time also. Periods of fast pace are normal particularly when working to meet deadlines. Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.