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Financial Services Professional
1 week ago
We are currently recruiting a full-time Sales Support Administrator to join our talented team. Working closely with the Financial Advisors, you will provide a high level of service to new and existing individual clients.
As a Sales Support Administrator, your primary focus will be on providing sales support and paraplanning services to Senior Advisors, while ensuring compliance with company policies, regulatory, professional, and legal requirements.
The ideal candidate will have 1-2 years' administration experience, preferably in the financial services industry. Strong customer service skills and knowledge of Financial Planning CRM systems are essential. You will also be capable of working in a busy office environment, prioritizing tasks, and following through on same.
