Job description

Job description

MIdwest Legacy is seeking an Investment Sales Assistant to support one of our Financial Advisors at Arsenal Credit Union in the Lisle area. When you work at Midwest , it’s more than a job. You are part of a mission that puts helping people above all else. As DEI organization, we place a priority on providing superior member service. Because of this, we hire employees who are friendly, courteous, ethical, and honest. When you join Midwest , we will provide you with the knowledge and skills to aid in your career development and best help our members. We have a friendly, caring, fun work environment. Managers, co-workers, and departments support, encourage and help one another. Our culture and values lead to many employees staying with us for the long run. Statistics about our current employees: Nearly half of our staff have been with us for 5 years or more. Nearly 30 percent of our staff have been with us 10 years or more. Our senior management team has 151 years of combined financial institution experience. From 2013-2020, Arsenal employees volunteered 7,138 service hours toward improving our community on behalf of the credit union. Advancement opportunities are available.

As an Investment Sales Assistant, you become part of the financial environment providing support to the Financial Advisor and helping to build member relationships. This position is responsible for support and coordination of all activities related to client service, processing of paperwork, coordination of business development activities, and contribution to sales if appropriately licensed.

Responsibilities

As an Investment Sales Assistant, you become part of the environment providing support to the Financial Advisors and helping to build relationships

This position is responsible for support and coordination of all activities related to client service, processing of paperwork, coordination of business development activities, and contribution to sales if appropriately licensed.

Possesses solid product knowledge of financial products and services

Responsible for making outbound calls to warm leads to schedule appointments

Responsible for trade execution

Project coordination

Prepare reports and financial data

Ability to work well with all levels of internal management and staff, as well as outside clients and vendors

Track sales progress

Field telephone calls, receive and direct visitors

Support the team with events, acting as an event coordinator and person of contact

Troubleshoot minor technical and service issues

Strong computer and organization skills

Maintain a FINRA compliant filing system with all records

Schedule appointments and maintain calendar

Communicate with members/clients in a positive manner both in person and/or by telephone

Practice high quality service standards in all interactions with clients, prospective clients, and personnel in other departments within the credit union

Administer branch referral contests and branch referral tracking; submit branch referral tracking logs to appropriate department

Demonstrate an understanding that the financial services and investments through MLG

To meet the service needs of the team and clients, job function may necessitate changes in location

Desired Qualifications:

- Series FINRA licenses

- A minimum 2 years of experience in a support, sales, or administrative capacity in a financial service or sales environment

- Excellent organizational and communication skills

College Degree preferred

Midwest Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 20year track record of serving the investment needs of clients and members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to get there. We are led by visionary financial services leaders who see farther. We are ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country. We invite you to join our winning team! Investment Sales Assistants are employed and registered through Midwest Legacy Group(Member FINRA/SIPC).

Job Type: Part-time

Pay: $20.00 - $25.00 per hour

Benefits:

• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Shift:

• Day shift

Weekly day range:

• Monday to Friday

COVID-19 considerations:
None ; mask off you desire

Ability to commute/relocate:

• Lisle, IL 60532: Reliably commute or planning to relocate before starting work (Required)

Work Location: Hybrid remote in Lisle, IL 60532

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