East Cambridge Savings Bank’s Investment Services Department is actively recruiting for a Financial Services Administrative Assistant.
Function:
Under the general direction of the Investment Executive, performs a variety of administrative and sales support activities related to the Financial Services function in conformance with established Bank objectives, policies, and procedures.
We are looking for a candidate with:
Two or more years administrative experience working in the financial services field, preferably under the direction of a Financial Advisor.
Bachelor’s degree in Finance, Business, or related field preferred.
Current series 63 license, Series 7 and Life Insurance license preferred.
Must be detail oriented with strong organizational skills.
Strong interpersonal and verbal and written communication skills.
Must have working knowledge of Microsoft Word and Excel.
Essential Job Functions:
Assists existing financial services clients with questions on the telephone and in person. Responds to existing client needs and concerns and schedules appointments with Investment Executive when necessary. Responsible for follow-up contacts with clients including thank-you notes and additional paperwork requirements.
Processes transactions for Investment Executive. Reviews paperwork for accuracy, sends checks to brokerage clearing house, remits paperwork to Infinex and other financial service organizations as necessary. Acts as a liaison between Infinex and Investment Executive. Maintains inventory of sales material, keeps documents current, and reorders as necessary.
Responsible for the day-to-day operation of the Financial Services Department. Maintains daily schedule of the Investment Executive. Schedules appointments with clients referred by Retail and other Departments. Keeps branches and Investment Executive updated regarding appointments scheduled.
Maintains client files for financial services. Sets up initial files and updates as necessary. Keeps files in compliance for financial services audits.
Maintains client data base for tracking and follow-up. Assists with mailings to clients and telephone follow-ups.
Assists employees with Financial Services and insurance related questions.
Assists in the administration, development and implementation of Financial Services and insurance sales programs.
Responsible for adhering to Bank policies and procedures related to regulatory compliance requirements applicable to the job functions.
Meets assigned sales and service goals and objectives, based on the Bank’s promotional activities and through outreach to existing clients and prospects.
Prepares management reports on sales and service efforts and results.
Supportive Functions:
Performs related administrative work or special projects as required.
Contact our Human Resources Division or visit https://www.ecsb.com/about-us/careers for more details and to apply.
