Investment Sales Assistant
What You'll Do:
In this role, you will partner with the Financial Advisor to manage daily schedules, prepare client materials, and follow up on pending items. You will connect with current and prospective clients to schedule appointments and provide timely support. You will coordinate client events by managing invitations, reservations, refreshments, RSVPs, and follow-up. You will also research and resolve client questions while preparing required compliance reports, including those related to FINRA regulations.
What it Takes:
- Previous sales experience is a plus.
- A relationship-focused approach to serving investment clients.
- Proficiency with Microsoft Word, Excel, Access, and PowerPoint.
- Strong organizational skills, with the ability to manage multiple priorities and follow through on commitments.
- Sound judgment and discretion when handling sensitive and confidential information.
- The ability to thrive in a fast-paced, goal-oriented environment with ongoing deadlines.
Bonus Points:
- Bilingual/Multilingual
What we can offer you:
Medical, dental, vision, STD, LTD, Life insurance, etc.
17 days paid time off, 11 paid holidays, and bereavement leave
Education Assistance Program
Paid Parental Bonding Leave
Wellness benefits
Life event coverage
Service awards
Financial benefits including 401(k) match, stock purchase plan and more
Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping
Logo wear discounts
Free checking account, checks and discounted bank services
About Us:
German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
German American Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (pregnancy, sexual orientation, or gender identity), age (40 or older), national origin, genetic information, veteran status, disability, or any other basis protected by law.
German American is committed to the full inclusion of all qualified individuals. As part of this commitment, if you require reasonable accommodation in completing the application process, interviewing, or completing any pre-employment testing, please direct your inquiries to our Talent Acquisition team at 812-482-0717 or careers@germanamerican.com.
German American employees are required to adhere to laws and regulations applicable to banks and to German American policies and procedures. Applicants should expect to complete necessary pre-employment screening pursuant to these laws, regulations, and policies.
As published by lever · 14 questions · 5 written answers
Basics
Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, Other website
Short answers (1)
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- If selected for employment, are you willing to participate in and successfully complete any pre-employment screenings required for the position, including drug testing, credit check, criminal background check, and/or other job-related screenings permitted by law? optional
- Are you legally eligible to work in the United States? optional
- Are you 18 years of age or older? optional
- Have you ever been terminated from employment for performance, conduct, attendance, policy violations, or similar reasons? optional
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Written answers (5)
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- Hourly/Salary rate desired optional
- For each separation, please provide the employer name and year of separation. optional
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