Financial Sales Assistant - Henderson/Hopkins/Webster County, KY

• Works with Financial Advisors and customers to process and complete customer requests

• Prepares new account documents and sets up new accounts on accounting system

• Prepares invoices, reports, memos, letters, financial statements, and other documents within word processing, spreadsheet, database, or presentation software

• Conducts research, compiles data, and prepares papers for consideration and presentation by executives, committees, and boards of directors

• Performs administrative tasks, including scanning, copying and printing

• Performs set up and maintenance of accounts and securities

• Processes trades, transfers and dividend payments

• Processes distributions and prepare receipts for customers

• Processes bond issues

• Processes tax payments and returns

• Balances daily work items

• Orders supplies, maintains records database systems, and performs basic bookkeeping work

• Files and retrieves corporate documents, records, and reports

• Opens, sorts, and distributes incoming correspondence, including faxes, email, and phone calls

• Processes retirement plan contributions, distributions, allocations, and tax reporting

• Organizes client meetings and community events

• Computer competency and experience with Microsoft Word and Excel required

• Accuracy and attention to detail

• Customer service skills

• Clerical and administrative skills, including data entry

• Knowledge of recordkeeping and bookkeeping principals

• Computer skills

• Oral and written communication skills

• Interpersonal skills

• Ability to understand and follow directions

• Ability to multi-task and meet deadlines

Indoors, environmentally controlled. Usual office working conditions. The noise level in the work environment is typical of most office environments with telephones, personal interruptions, and background noises.

Position requires incumbents to be off work for a minimum of five consecutive business days

Requirement

Frequency

Sitting (remaining in a seated position)

Constantly

Standing (remaining on one’s feet in an upright position without moving about)

Occasionally

Walking (moving about on one’s feet)

Occasionally

Lifting (raising or lowering an object from one level to another)

Occasionally

Carrying (transporting an object, usually by holding it in the hands or arms or on the shoulder)

Occasionally

Pushing/Pulling (exerting force upon an object so that the object moves away or toward the force)

Never or Rarely

Reaching (extending hand(s) and arm(s) in any direction, such as overhead, below waist, forward or lateral)

Never or Rarely

Keyboarding (entering text or data using computer keyboard or 10-key numeric keyboard)

Constantly

Pinching/Gripping (seizing, holding, grasping, turning or otherwise working with the hand(s) or fingers)

Occasionally

Stooping (bending downward and forward by bending spine at the waist)

Occasionally

Squatting/Crouching (bending body downward and forward by bending legs and spine)

Never or Rarely

Kneeling (bending legs at knees to come to rest on knee(s))

Occasionally

Crawling (moving about on hand and knees or hands and feet)

Never or Rarely

Climbing (ascending or descending ladders, stairs, ramps)

Occasionally

Speaking (expressing or exchanging ideas by means of the spoken word to impart oral information to customers and to convey detailed spoken instructions accurately, loudly, or quickly)

Frequently

Hearing (the ability to hear, understand, and distinguish speech, either in person or telephonically)

Frequently

Near Visual Acuity (clarity of vision at approximately 20 inches or less)

Constantly

Far Visual Acuity (clarity of vision at approximately 20 feet or more)

Occasionally

May require moving materials weighing up to 10 pounds on an occasional basis.