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Investment Advisors Assistant
Job
Compass Pointe Financial
Tulsa, OK (In Person)
$42,500 Salary, Full-Time
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Job Description
Investment Advisor's Assistant Compass Pointe Financial Tulsa, OK Job Details Full-time $40,000 - $45,000 a year 6 hours ago Qualifications Customer communication Teamwork Account development Business development Organizational skills Account management Full Job Description Job Overview We are seeking a motivated and dynamic Advisor's Assistant to join our team. The ideal candidate will play a crucial role in supporting our sales efforts by assisting with various tasks related to outside sales, account management, and business development. This position requires a blend of customer service skills, technical knowledge, and the ability to manage multiple responsibilities effectively. The Sales Assistant will work closely with the sales team to drive B2B sales initiatives and enhance client relationships. Responsibilities Support the Advisors by managing schedules and preparing necessary documentation. Manage accounts and maintain relationships with existing clients while identifying opportunities for upselling. Utilize CRM software to track customer interactions and sales activities. Provide exceptional customer service by addressing inquiries and resolving issues promptly. Strong organizational skills with the capacity to manage multiple priorities effectively. Strong communication skills, both verbal and written, are required for effective collaboration within the team.