Lincoln Investment
Administrative Assistant, Sales
Lincoln Investment, Horsham, Pennsylvania, United States, 19044
Administrative Assistant - Sales Assistant (Onsite, Horsham, PA)
Basic Function : Provide administrative and clerical support to financial representative(s). This position requires excellent customer service skills to provide support to the advisor (and clients) in a reliable, efficient, and professional manner.
Series 6 or 7 required
(which may be obtained within 6 months of employment and is a condition of continued employment). This position requires onsite work four days per week.
Responsibilities :
Client ServicingEnsure that clients are promptly, courteously, and professionally serviced and their questions and problems effectively resolved.Responsible for client contact which includes communication by phone and emailDocument client interactions via CRMAssist clients with service needs, including general account questions, account changes, loans, and withdrawalsKeep financial representative informed of any client issues of significant concernEnsure that more complex questions are referred to the financial representative promptly; convey information back to clients when appropriatePrepare and submit client paperwork and financial transactionsEnsure that sales opportunities are forwarded to the financial representativeAppointment Preparation
Prepare client informationSchedule appointments based on financial representative/client requestsPost appointment follow up, including summary correspondence, additional paperwork to client, and paperwork reviewPaperwork
Review paperwork for accuracy and submit for processingFollow up on submitted paperwork and work with home office to resolve any problemsEscalate operational issues to branch administrator and advise of any trends regarding errorsGenerate paperwork for loan request and send to clientFollow up with client on outstanding paperworkSubmit correspondence and sales material to compliance for reviewOther/General
Responsible for executing marketing tasks, including monthly newsletters, and greeting cardsDraft correspondenceMaintain financial representative calendarSeminar preparationMonitor incoming and outgoing mailStay apprised on industry and company rules and regulationsAttend branch operations meetings and sales assistant conferences, as neededOther projects & tasks as assignedKnowledge/Experience :
At least 2 years of previous experience in a sales support role, or similarCustomer service experienceKnowledge of mutual funds and retirement plansEducation/Training :
Bachelor's degree in a related field or the equivalent combination of education and/or experience preferred.Series 6 or 7 required (which may be obtained within 6 months of employment and is a condition of continued employment).Skills Required :
Ability to develop strong client relationshipsExcellent oral and written communication skillsExtremely organized and detail-orientedAbility to work independentlyProblem solver and critical thinkerAbility to anticipate client and advisor needsCapable of working under deadlinesAbility to do research to answer questions
Software Used : Albridge, Broadridge, Investment and Insurance company websites, MS Office Suite, eMoney Financial Planning software
Physical/Other Requirements : May sit at workstation for extended periods of time. May view computer screen for extended periods of time. Periods of fast pace are typical when meeting deadlines.
Lincoln Investment recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia.
Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.
Basic Function : Provide administrative and clerical support to financial representative(s). This position requires excellent customer service skills to provide support to the advisor (and clients) in a reliable, efficient, and professional manner.
Series 6 or 7 required
(which may be obtained within 6 months of employment and is a condition of continued employment). This position requires onsite work four days per week.
Responsibilities :
Client ServicingEnsure that clients are promptly, courteously, and professionally serviced and their questions and problems effectively resolved.Responsible for client contact which includes communication by phone and emailDocument client interactions via CRMAssist clients with service needs, including general account questions, account changes, loans, and withdrawalsKeep financial representative informed of any client issues of significant concernEnsure that more complex questions are referred to the financial representative promptly; convey information back to clients when appropriatePrepare and submit client paperwork and financial transactionsEnsure that sales opportunities are forwarded to the financial representativeAppointment Preparation
Prepare client informationSchedule appointments based on financial representative/client requestsPost appointment follow up, including summary correspondence, additional paperwork to client, and paperwork reviewPaperwork
Review paperwork for accuracy and submit for processingFollow up on submitted paperwork and work with home office to resolve any problemsEscalate operational issues to branch administrator and advise of any trends regarding errorsGenerate paperwork for loan request and send to clientFollow up with client on outstanding paperworkSubmit correspondence and sales material to compliance for reviewOther/General
Responsible for executing marketing tasks, including monthly newsletters, and greeting cardsDraft correspondenceMaintain financial representative calendarSeminar preparationMonitor incoming and outgoing mailStay apprised on industry and company rules and regulationsAttend branch operations meetings and sales assistant conferences, as neededOther projects & tasks as assignedKnowledge/Experience :
At least 2 years of previous experience in a sales support role, or similarCustomer service experienceKnowledge of mutual funds and retirement plansEducation/Training :
Bachelor's degree in a related field or the equivalent combination of education and/or experience preferred.Series 6 or 7 required (which may be obtained within 6 months of employment and is a condition of continued employment).Skills Required :
Ability to develop strong client relationshipsExcellent oral and written communication skillsExtremely organized and detail-orientedAbility to work independentlyProblem solver and critical thinkerAbility to anticipate client and advisor needsCapable of working under deadlinesAbility to do research to answer questions
Software Used : Albridge, Broadridge, Investment and Insurance company websites, MS Office Suite, eMoney Financial Planning software
Physical/Other Requirements : May sit at workstation for extended periods of time. May view computer screen for extended periods of time. Periods of fast pace are typical when meeting deadlines.
Lincoln Investment recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia.
Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.