Financial Sales Assistant - Henderson/Hopkins/Webster County, KY
Independence Bank, Madisonville, KY, United States
Financial Sales Assistant
This position is responsible for performing operational support and administrative duties for multiple Financial Advisors. Tasks range from simple to complex. Essential Functions, Duties and Responsibilities Include, But Are Not Limited To:
Works with Financial Advisors and customers to process and complete customer requests Prepares new account documents and sets up new accounts on accounting system Prepares invoices, reports, memos, letters, financial statements, and other documents within word processing, spreadsheet, database, or presentation software Conducts research, compiles data, and prepares papers for consideration and presentation by executives, committees, and boards of directors Performs administrative tasks, including scanning, copying and printing Performs set up and maintenance of accounts and securities Processes trades, transfers and dividend payments Processes distributions and prepare receipts for customers Processes bond issues Processes tax payments and returns Balances daily work items Orders supplies, maintains records database systems, and performs basic bookkeeping work Files and retrieves corporate documents, records, and reports Opens, sorts, and distributes incoming correspondence, including faxes, email, and phone calls Processes retirement plan contributions, distributions, allocations, and tax reporting Organizes client meetings and community events Education, Experience and Qualifications
Education
Required/Preferred Education Level Description Required: High School or GED Preferred: Associate Degree Degree in business, accounting, or related field preferred Years of Experience
Minimum: No experience required; customer service and/or clerical experience preferred License / Certification
Required/Preferred Additional Qualifications
Computer competency and experience with Microsoft Word and Excel required Core Competencies
Accuracy and attention to detail Customer service skills Clerical and administrative skills, including data entry Knowledge of recordkeeping and bookkeeping principals Computer skills Oral and written communication skills Interpersonal skills Ability to understand and follow directions Ability to multi-task and meet deadlines Working Conditions
Indoors, environmentally controlled. Usual office working conditions. The noise level in the work environment is typical of most office environments with telephones, personal interruptions, and background noises. Travel Requirements
Requirement: Never or Rarely Mandatory Vacation
Position requires incumbents to be off work for a minimum of five consecutive business days Physical Requirements
Requirement Frequency Sitting (remaining in a seated position) Constantly Standing (remaining on one's feet in an upright position without moving about) Occasionally Walking (moving about on one's feet) Occasionally Lifting (raising or lowering an object from one level to another) Occasionally Carrying (transporting an object, usually by holding it in the hands or arms or on the shoulder) Occasionally Pushing/Pulling (exerting force upon an object so that the object moves away or toward the force) Never or Rarely Reaching (extending hand(s) and arm(s) in any direction, such as overhead, below waist, forward or lateral) Never or Rarely Keyboarding (entering text or data using computer keyboard or 10-key numeric keyboard) Constantly Pinching/Gripping (seizing, holding, grasping, turning or otherwise working with the hand(s) or fingers) Occasionally Stooping (bending downward and forward by bending spine at the waist) Occasionally Squatting/Crouching (bending body downward and forward by bending legs and spine) Never or Rarely Kneeling (bending legs at knees to come to rest on knee(s)) Occasionally Crawling (moving about on hand and knees or hands and feet) Never or Rarely Climbing (ascending or descending ladders, stairs, ramps) Occasionally Speaking (expressing or exchanging ideas by means of the spoken word to impart oral information to customers and to convey detailed spoken instructions accurately, loudly, or quickly) Frequently Hearing (the ability to hear, understand, and distinguish speech, either in person or telephonically) Frequently Near Visual Acuity (clarity of vision at approximately 20 inches or less) Constantly Far Visual Acuity (clarity of vision at approximately 20 feet or more) Occasionally May require moving materials weighing up to 10 pounds on an occasional basis.
This position is responsible for performing operational support and administrative duties for multiple Financial Advisors. Tasks range from simple to complex. Essential Functions, Duties and Responsibilities Include, But Are Not Limited To:
Works with Financial Advisors and customers to process and complete customer requests Prepares new account documents and sets up new accounts on accounting system Prepares invoices, reports, memos, letters, financial statements, and other documents within word processing, spreadsheet, database, or presentation software Conducts research, compiles data, and prepares papers for consideration and presentation by executives, committees, and boards of directors Performs administrative tasks, including scanning, copying and printing Performs set up and maintenance of accounts and securities Processes trades, transfers and dividend payments Processes distributions and prepare receipts for customers Processes bond issues Processes tax payments and returns Balances daily work items Orders supplies, maintains records database systems, and performs basic bookkeeping work Files and retrieves corporate documents, records, and reports Opens, sorts, and distributes incoming correspondence, including faxes, email, and phone calls Processes retirement plan contributions, distributions, allocations, and tax reporting Organizes client meetings and community events Education, Experience and Qualifications
Education
Required/Preferred Education Level Description Required: High School or GED Preferred: Associate Degree Degree in business, accounting, or related field preferred Years of Experience
Minimum: No experience required; customer service and/or clerical experience preferred License / Certification
Required/Preferred Additional Qualifications
Computer competency and experience with Microsoft Word and Excel required Core Competencies
Accuracy and attention to detail Customer service skills Clerical and administrative skills, including data entry Knowledge of recordkeeping and bookkeeping principals Computer skills Oral and written communication skills Interpersonal skills Ability to understand and follow directions Ability to multi-task and meet deadlines Working Conditions
Indoors, environmentally controlled. Usual office working conditions. The noise level in the work environment is typical of most office environments with telephones, personal interruptions, and background noises. Travel Requirements
Requirement: Never or Rarely Mandatory Vacation
Position requires incumbents to be off work for a minimum of five consecutive business days Physical Requirements
Requirement Frequency Sitting (remaining in a seated position) Constantly Standing (remaining on one's feet in an upright position without moving about) Occasionally Walking (moving about on one's feet) Occasionally Lifting (raising or lowering an object from one level to another) Occasionally Carrying (transporting an object, usually by holding it in the hands or arms or on the shoulder) Occasionally Pushing/Pulling (exerting force upon an object so that the object moves away or toward the force) Never or Rarely Reaching (extending hand(s) and arm(s) in any direction, such as overhead, below waist, forward or lateral) Never or Rarely Keyboarding (entering text or data using computer keyboard or 10-key numeric keyboard) Constantly Pinching/Gripping (seizing, holding, grasping, turning or otherwise working with the hand(s) or fingers) Occasionally Stooping (bending downward and forward by bending spine at the waist) Occasionally Squatting/Crouching (bending body downward and forward by bending legs and spine) Never or Rarely Kneeling (bending legs at knees to come to rest on knee(s)) Occasionally Crawling (moving about on hand and knees or hands and feet) Never or Rarely Climbing (ascending or descending ladders, stairs, ramps) Occasionally Speaking (expressing or exchanging ideas by means of the spoken word to impart oral information to customers and to convey detailed spoken instructions accurately, loudly, or quickly) Frequently Hearing (the ability to hear, understand, and distinguish speech, either in person or telephonically) Frequently Near Visual Acuity (clarity of vision at approximately 20 inches or less) Constantly Far Visual Acuity (clarity of vision at approximately 20 feet or more) Occasionally May require moving materials weighing up to 10 pounds on an occasional basis.