Detail View

Wealth Management - Registered Sales Assistant

Cedar Rapids, IA

Job Information:

Wealth Management - Registered Sales Assistant

Cedar Rapids Bank & Trust is committed to being the most customer-focused financial institution in Cedar Rapids and is seeking an individual that is passionate about building customer relationships.

CRBT is looking for a Registered Sales Assistant to join our team. The three key attributes of this position are 1) Oversee all aspects of operations, including processing trade orders, processing deposits and withdrawals, opening and maintaining accounts, maintaining files and solving problems, 2) Communicate with clients on trades and customer service items,  3) Maintain client contact system, client mailings, correspondence, and make follow up calls.

To be considered for this position, you should possess an associated degree and minimum 3 years experience in an administrative or customer service role; some familiarity/knowledge of investments preferred. Series 7 and 66 licenses preferred or ability to obtain licenses within first 6 months of employment. Para-planner or working knowledge of financial planning software preferred.  Must have excellent verbal and written communications skills and computer skills with the ability to learn new programs/systems.

Visit www.crbt.com to learn more about our company.

If you are interested, please apply online at www.crbt.com/careers.
 
Equal Opportunity Employer

Pre-Employment Drug Testing Required

Posted 05/03/17

Job ID: 21823524