Welcome page Returning Candidate? Log back in! Sales Assistant II Location US-MS-Brandon Posted Date 6 hours ago(9/26/2024 11:21 AM) Job ID 2024-17629 Category Administrative/Clerical Type Regular Full-Time Job Grade 7 FLSA Status Non-Exempt Working Hours 8am - 5pm Job Location: Company 10192 -Trustmark Financial Services Overview

The purpose of this position is to assist Financial Services Financial Consultants and Financial Services clients. In this role, you must be able to work independently and as part of a team to support the Financial Consultant and ensure client satisfaction.

Responsibilities Open and service client accountsAdministrative duties for office such as answering phones, filing, as well as other duties as neededPrepare reports for presentations, expense reports, and report distributionMaintain client and office filesCoordinate scheduling of appointments and consultantsEnter and confirm securities transactionsPerform additional duties as assigned. Qualifications

Required:

SIE, Series 7 & 63, 65 or 66 Securities licenses or 2 years of Financial Services ExperienceFinancial Services product knowledgeRetirement products and new account knowledgeExcellent Customer service skillsComputer skills, data entryTime management skillsTeamwork Skills

Preferred:

College education in Business/Financial Services preferredInsurance license preferredProficiency in Microsoft Office Suite preferred Options Apply for this job onlineApplyShareRefer this job to a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Trustmark is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran or disability status, and any other status protected by law. Upon request, reasonable accommodations will be made for all qualified individuals with disabilities. If you need accommodation for any part of the application process because of a medical condition or disability please send an email to careers@trustmark.com or call 866-213-1418 to let us know the nature of your request.

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