M&T Securities Sales Assistant
Company: M&T Bank
Location: Syracuse
Posted on: January 16, 2021
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Job Description:
Overview: Provide administrative and sales support to Registered
Representatives (Financial Advisors) to a designated branch and/or
region.Primary Responsibilities:* Actively support maintenance of
customer relationships by providing administrative support to
include receives/returns customer calls from existing or
prospective clients to support follow-up activities with required
servicing.* Support sales process by participating in preparing,
planning and executing sales-related activities including audits,
preparing marketing materials and client onboarding and preparing
and follow-up processes.* Assist in gathering or preparing sales
materials in preparation for sales meetings. Coordinate and arrange
meetings and appointments to maintain business calendars of events
for the sales force in the associated branch and/or region.*
Coordinate travel arrangements, sales meetings, training activities
and events and customer seminars.* Assist in reviewing and
processing paperwork sent to the home office.* May assist in
processing trades on appropriate system following appointments.*
Maintain regular sales reporting to keep sales force updated on
regional activity (i.e. updates sales and referral activity.)*
Support the audit and compliance process and associated
activities.* Support the sales force by facilitating the ordering
and processing of business cards, name plates and computer access.*
Understand and adhere to the Company's risk and regulatory
standards, policies and controls in accordance with the Company's
Risk Appetite. Identify risk-related issues needing escalation to
management.* Promote an environment that supports diversity and
reflects the M&T Bank brand.* Maintain M&T internal control
standards, including timely implementation of internal and external
audit points together with any issues raised by external regulators
as applicable.* Complete other related duties as assigned.Scope of
Responsibilities:This position works under direct supervision. This
position requires interaction with internal and external contacts
to obtain pertinent information.Education and Experience
Required:Associate's degree, or in lieu of a degree, a combined
minimum of 2 years' higher education and/or work
experienceEducation and Experience Preferred:Minimum of 1 years'
sales and/or sales administration experienceFINRA Series 99
licenseLocationSyracuse, New York, United States of
AmericaSDL2017
Keywords: M&T Bank, Syracuse , M&T Securities Sales Assistant, Sales , Syracuse, New York
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