Wealth Sales Support Specialist

Job Summary

Providing administrative support to Financial Consultants, the full-time Wealth Sales Support Specialist will manage client interactions, schedule appointments, and prepare financial reports while working remotely.

Key responsibilities:

• Identifying and resolving customer account issues while supporting Financial Consultants in executing their strategies
• Scheduling client appointments and managing calendars, along with preparing internal financial reports and communication materials
• Training and supporting bankers on investment systems and maintaining up-to-date knowledge of products and services

Required qualifications:

• High School diploma or equivalent required
• Minimum of 1 year of experience in an administrative assistant role or comparable position in the investment and insurance industry