If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935 by Harold Webster Smith, our focus has always been to put people first--doing whatever we can to help individuals, families and businesses achieve their financial goals. And while we've grown into a leading commercial bank, we remain passionate about serving our customers, supporting our communities, and making a difference in people's lives. We can make a difference in your life, too. By empowering you to build the meaningful career you've been looking for.
Responsibility, respect, trust, teamwork and citizenship are the values on which Webster was founded. Together we call them The Webster Way, and they are what set us apart as a bank and an employer. Guided by these values, we put people first - working hard to live up to our customers, and each other, every day.
WIS Sales Support Coordinator
The Sales Support Coordinator for Webster Investment Services will provide administrative support for the Director, SVPs and Line of Business.
Mail - Incoming distribution/outgoing FedEx and tracking of said packages
Linked In Administrator -- Actively monitor of all WIS employee profiles, perform quarterly audits and support to set up qualified FCs for approval and cancellation of terminated employees
Administration of Financial Planning Tool -- Maintain access spreadsheet, notification of new users and changes, assist FC team with client usage
Administrative support for client seminars
Printing and Distributing of management reports to LOB management team and/or posting individual/team status reports to the K-drive folders
Management of Webster affinity events & tickets program for LOB
Monitor WIS Fax in-box
Verification of transfer as requested by Tax Deferred department -- daily emails
Assistance with special projects:
Comp plan FedEx mailing and tracking
Tracking of attendees for special meetings/dinner orders; Focus, clambake etc.
Responsible for Sales Meeting support to create agendas, schedule speakers, and assist with putting together sales meeting packets
Marketing mailings to branches/reps
Assist with creating Power Point presentations for meetings
Distribution of list to FC folder on K drive
WIS Seminar support
WIS Social Media Support: Audit users as well as centralized marketing support and field training support.
Education, Experience and Skills required
High School diploma/GED required
Proficient in use of Excel, Word and Power point applications
2-3 years of related office experience
Strong communication, organizational and time management skills