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Registered Sales Assistant in Memphis at Vaco

Date Posted: 4/2/2019

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Memphis
  • Job Type:
  • Experience:
    At least 1 year(s)
  • Date Posted:
    4/2/2019
  • Job ID:
    SALES14999

Job Description

Our client is looking for a Sales Support to join their team in Memphis. To be successful in this role, you must be able to perform each essential duty satisfactorily. Need to have knowledge in advanced accounting, marketing, business administration, finance, etc. equivalent to four years of college and a minimum of a year of experience. You will be asked to take the following assessments - Microsoft Word, Excel, Alpha-Numeric Data Entry and Typing.

Essential Duties and Responsibilities

  • Provide clerical support for Registered Representatives, services clients, processes trade tickets and interfaces with back office operations.
  • Complete new account and transfer account forms.
  • Answer telephones, take messages, make copies, and mail printed material.
  • Type correspondence, reports, account information, pair off letters, etc from drafts, transcriptions, memos and various forms.
  • Maintain files of confidential and routine material and information.
  • Operate computer terminals to assist Financial Consultants and/or customers and provide information as appropriate.
  • Assist assigned sales staff in resolution of routine problems with accounts by researching and compiling appropriate information for their use.
  • Maintain miscellaneous records for Financial Consultants such as appointment schedules, commission accounts, trades executed, etc.
  • Schedule business trips for Financial Consultants, coordinate with customers while Financial Consultants is out of office, and assist with filing expense reports for Financial Consultants.
  • Perform other related duties as assigned by management.

Competencies

  • Interpersonal Skills - Maintains confidentiality.
  • Oral Communication - Listens and gets clarification; Responds well to questions.
  • Written Communication - Writes clearly and informatively; edits work for spelling and grammar; able to read and interpret written information.
  • Ethics - Treats people with respect; Keeps commitments; inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
  • Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; supports organization's goals and values.
  • Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently
  • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
  • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
  • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
  • Adaptability- Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
  • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time
  • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals. Completes tasks on time or notifies appropriate person with an alternate plan.

Language Skills

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public.

Mathematical Skills

Ability to add and subtract two-digit numbers and to multiply and divide with 10's and 100's. Ability to perform these operations using units of American money and weight measurement, volume, and distance.

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills

To perform this job successfully, an individual should have strong computer skills including the use of Microsoft Word, Excel, Outlook E-mail and the Internet. Ability to learn and use other industry specific software as required.

Certificates, Licenses, Registrations

Series 7 and 63 (must obtain within six months)

Other Skills and Abilities

10-key by touch. This position requires the strong communication skills and the ability to work under extensive time constraints. Due to deadlines imposed by management, regulatory agency filing, year-end audits and regulatory exams, this limits when this position may take vacation.

#VacoMemphisStaffing

REF# 169254