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Financial Services Sales Assistant - Harrisburg, PA
A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full Time Financial Services Sales Assistant to join our team in Harrisburg, PA.
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Financial Services Sales Assistant is responsible for managing client service needs and providing an exemplary client experience for Mid Penn Financial Services clients and prospects. This individual will maintain client records, ensure proper documentation is recorded and maintained. The Financial Services Sales Assistant will act as liaison to the Financial Advisor and clients and will act as point of contact to respond to or mitigate questions or concerns.
- Manages day-to-day client transactions and ensures an overall positive client experience.
- Manages client communications and follow up with clients by phone, email or by mail.
- Provides completed service forms for clients to sign and return as part of the exceptional client experience expectation.
- Proactively contacts clients to schedule financial reviews or other financial meetings.
- Provides general administrative support including data entry, mailing, filing and organizing documents and other related information to audit standards.
- Coordinates client education events by sending invitations, managing the RSVP list, attending the event, greeting clients and managing logistics on the day of the event.
- Coordinates necessary updates for Ambassador class meetings and binder preparation.
- Contacts carriers and investment companies who do not report thru the Broker / Dealer to facilitate quarterly AUM Assets Under Management reports as required by the organization executive management team.
- Assists in ordering MPFS branded materials and having them delivered to required locations.
- Provides assistance in facilitating requests thru the organization marketing team for business card orders and other marketing needs.
- Provides assistance to all Financial Advisors and Financial Consultants who do not have a sales assistant as needed.
- Builds strong, meaningful relationship with clients.
- Contacts individuals with carriers and investment companies to give or obtain information on client accounts, sales materials or service needs.
- Coordinates appointment times and locations with appropriate Financial Center personnel to ensure a meeting area will be available and the Financial Center knows to greet the clients.
- Assists with scheduling and arranging client appointments including reminder calls if requested.
- Maintains department records and files to audit standards and ensures the records remain secure.
- Assists Advisor in following up on Referral and lead opportunities provided.
- Assists Advisor in calling efforts to clients identified for sales initiatives.
- Assists clients in obtaining specialized services from other company business lines as appropriate.
- Creates and maintains client files, ensures contents are complete accurate and to audit standards.
- Coordinates and manages Financial Advisor schedules; Manages requests for appointments and prioritizes based on situation.
- Assists clients with access online websites via conference calls with the appropriate personnel at the company if necessary.
- Assists Financial Advisor in completing and/or maintaining required reports for monthly submission.
Education& Qualifications
- A minimum of four years’ experience in a related position normally required
- A high school diploma or equivalent with an emphasis in business curriculum
- Current industry experience.
- Proficiency with Microsoft Office products required.
- Strong organization skills and attention to details required.
- Strong communications skills via telephone and email required.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; proficient typing skills; moderate composition skills; ability to operate word processing equipment and/or sufficient knowledge to use word processing software; knowledge of various office machines; a working knowledge of products and services, along with the operational policies and procedures that impact these products; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills; valid driver’s license is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer–Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
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