Financial Service Sales Assistant
Salemonsite$48K – $73K
Posted today · via Workday
About this role
About the Role: A Financial Services Sales Assistant II provides administrative and operational support for one or more Financial Advisor(s) and serves as a liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on client satisfaction. Provide administrative support in a variety of ways, including by answering incoming calls, organizing filing systems, coordinating schedules, and preparing correspondence and documents Send various forms to clients as requested and required.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Salem. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included