Licensed Sales Assistant
Status: Hourly/Non-exempt
Location: Sodus, New York
Schedule: 8:30am - 5:00pm Monday - Friday. Must be flexible to meet current and future business needs.
General Summary:
Reliant Credit union, ranked one of Rochester's top mid-sized workplaces nine years in a row, seeks a Licensed Sales Assistant to join our team.
The Licensed Sales Assistant is responsible for providing administrative support to the Reliant Investment Services team. This includes processing member paperwork, assisting with member transactions within their license limits, processing mail, following up with members, assisting with social media, coordinating meetings and presentations and managing calendars for scheduling purposes.
As a Licensed Sales Assistant at Reliant, you will:
- Serves as the primary point of contact for client inquiries, account maintenance, and service-related issues.
- Processes and follow up on client requests, including account transfers, withdrawals, and updates.
- Schedules and confirms client meetings, prepare necessary documentation, and ensure prompt follow-up.
- Maintains accurate client records and ensure compliance with policies and regulatory standards.
- Manages calendars, correspondence, and documentation for the investment sales team.
Reliant's benefits package includes:
- 401k retirement plan with up to 7% match
- Paid time off including vacation, sick, federal holidays and your birthday!
- Affordable Insurances (medical, dental, vision, life) for as little as $5 a month
- Branded Apparel - to truly make you feel part of the team
- And much more!