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Investment Solutions Sales Assistant North Charleston, South Carolina Investment Solutions Sales Assistant

SC State Credit Union

SC State Credit Union

Sales & Business Development
North Charleston, SC, USA
Posted on Friday, June 21, 2024


South Carolina Financial Solutions (subsidiary of South Carolina Federal Credit Union) is currently seeking a Full- Time Investment Solutions Sales Assistant to join our team of outstanding professionals in the Charleston Metro Area.

Duties include but are not limited to:

  • Enhance production levels of Investment Advisors by supporting the development of new accounts and relationships.
  • Provide high quality service to existing members/clients and provide administrative and operational support.
  • Manage educational program for financial centers staff to promote identifying investment prospects, engaging in appropriate conversations and how to turn prospects into qualified referrals.
  • Provide the client with information pertaining to securities transactions in which client wishes to perform or is considering performing.
  • Support the production of the Financial Advisor by servicing the needs of clients as well as performing tasks of a clerical and/or administrative nature to include:
    • Monitor Annuities coming out of surrender
    • Process required minimum distributions (RMDs)
    • Maintain accurate client contact records
  • Contact potential and existing clients to enhance production and pipeline for Financial Advisors.
  • Maintain an active prospect list and professionally correspond with clients or potential clients to build long-term relationships.
  • Assist with managing Advisor pipeline to ensure there are no outstanding requirements to complete the sale.
  • Assist with opening SC Federal IRA accounts as needed and maintain a strong working knowledge of IRA processes and regulations.
  • Advise clients as to the status of orders, applications, and pending contracts as needed.
  • Maintain NASD Compliant filing system with all records that are generated when investments are traded.
  • Acquire and maintain a working knowledge of Investment CRM.
  • Handle Back to Reps (BTRs) when appropriate.
  • Responsible for researching and compiling relevant content for monthly Investment Solutions Newsletter.
  • Support team and serve as backup to Investment Solutions Coordinator as needed.
  • Communicate with clients in a positive manner both in person and/or by telephone.

Minimum requirements include:

  • Possess a high school diploma or equivalent (GED).
  • Possess a minimum of two years of similar or related experience within a financial service environment.
  • Demonstrated ability to successfully perform duties with a high degree of accuracy and speed.
  • Possess excellent verbal and written communication skills in order to communicate effectively with members and employees in person and by telephone/email.
  • Possess advance proficiency working with Windows based programs and Microsoft Office applications, to include adept experience working directly with Excel.
  • Possess the ability to quickly learn new system programs and applications.
  • Possess direct work experience working with office equipment such as a printer, copier, scanner, fax, telephone, etc.
  • Possess the ability to quickly learn new system programs and applications.
  • Possess direct work experience taking initiative without being prompted with little supervision.
  • Possess interpersonal skills and the ability to work well with others.
  • Possess time management and organizational skills.
  • Possess intermediate mathematical skills performing calculations involving adding, subtracting, multiplying, and dividing.

NOTE: Relevant military experience is considered for veterans and transitioning service men and women.

South Carolina Federal Credit Union is an Equal Employment Opportunity Employer.