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TruMark Financial Credit Union · 1 week ago

Registered Sales Assistant

Fort Washington, PA

Full-time

Onsite

Entry Level

2+ years exp

TruMark Financial Credit Union is focused on building a better future for its members and team. They are seeking a Registered Sales Assistant to provide administrative and sales support to Wealth Advisors, helping to grow and retain a dynamic client base while ensuring seamless service and compliance.

BankingFinancial Services

Responsibilities

Collaborate with Wealth Advisors to provide administrative and sales support, helping grow and retain a dynamic client base

Schedule appointments, manage calendars, and coordinate client communications to ensure seamless service

Support advisors with account maintenance, processing, fulfillment, and follow-up activities

Prepare for and assist with client meetings, seminars, and events that promote member engagement

Work cross-functionally with compliance and operations teams to meet regulatory requirements and support marketing initiatives

Maintain client databases, update digital content, and manage departmental materials to keep processes running smoothly

Qualification

FINRA Series 7Series 63LifeHealth Insurance licensesFinancial services experienceMicrosoft Office proficiencyCRM experienceCommunication skillsOrganization skillsTime management skills