Licensed Sales Assistant

1 day ago

Toronto, Ontario, Canada Disability Solutions Full time
Sales and Service Representative Opportunity

Salary: $60,000 - $80,000 per year

We are seeking a highly motivated Sales and Service Representative to join our team at Disability Solutions. As a Licensed Sales Assistant, you will play a vital role in supporting our financial advisors and the Branch Manager by ensuring the office is managed efficiently and effectively.

Your primary responsibilities will include entering client trades, servicing client requests, processing trade instructions by phone, and ensuring client paperwork is up-to-date and accurate. You will also be responsible for fostering and supporting client relationships, scheduling appointments, preparing for meetings, and following up on tasks.

In this role, you will have the opportunity to work with a dynamic team, develop your skills and knowledge, and advance your career in the financial services industry. If you are a results-driven individual with excellent communication and problem-solving skills, we encourage you to apply for this exciting opportunity.

Key Responsibilities:
  • Foster and support client relationships by liaising with clients, responding to requests, and demonstrating proactive problem-solving;
  • Support clients' general day-to-day administrative and trade requests in a timely and confidential manner;
  • Handle incoming and outgoing phone calls with clients and respond to requests for information;
  • Schedule appointments, prepare for meetings, and follow up on tasks;
  • Be responsible for and support the team with paperwork, manage head office correspondence, and handle the account opening process for new clients;
  • Process and follow up on security transactions and transfers, including trade instructions;
  • Enter trades for Financial Advisors and clients as requested;
  • Be responsible for all cash management within the team practice, including incoming and outgoing funds, purchases, and redemptions of cash equivalents;
  • Act as team lead during tax reporting season, liaising with tax professionals and clients to provide details, slips, and updates as required;
  • Assist with all marketing initiatives, including social media and website content;
  • Support the Financial Advisors in growth of the overall business;
  • Maintain files and other general office duties;
  • Prepare client presentations with guidance from the Financial Advisor Assistants;
  • Generate and identify leads from online resources and qualify leads via cold calling;
  • Set up meetings with meaningful prospects;
  • Conduct research on market intelligence;
  • Assist on strategizing and administering email campaigns; assist with marketing events, seminars, client meetings, etc.;
  • Track and follow-up on opportunities;
  • Work within LinkedIn and Salesforce;
  • Grow and take courses as required for regulatory purposes;

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