Responsibilities

• This position performs a variety of administrative, customer service and sales support activities to help manage client relationships and enhance the productivity and efficiency of assigned financial advisor(s).
• Coordinates required documentation generated by customer transactions, answers customer questions and resolves issues.
• Provides sales assistance by scheduling financial advisor(s) sales calls, appointments, maintains marketing materials, supports sales initiatives and events and other responsibilities.
• Ensures work is in compliance with applicable laws, regulations and guidelines.
• Provides professional, courteous and efficient service to all internal and external customers.
• Performs a variety of administrative, customer service and sales support activity to help manage client relationships and enhance the productivity and efficiency of the assigned financial advisor(s) according to established policies and procedures and applicable legal and regulatory guidelines.
• Provides administrative support to customer transactions and financial advisor activities. Establishes customer files, processes account and transaction documentation and follows up to ensure accuracy, payment and delivery, prepares correspondence, monitors incoming and outgoing mail, maintains supplies, assists in maintaining required compliance files and other activities.
• Performs a variety of customer service activities, including answering incoming calls; performing research as needed and providing answers and assistance regarding procedural and administrative aspects of transactions and accounts.
• Supports financial advisor(s) sales activities, coordinates sales call schedules; maintains production and commission logs; tracks referrals and results and follows up on transactions to ensure completion; maintains current prospectuses and forms and other marketing and informational materials; and assists with sales related mailings, campaigns, seminars and other sales initiatives.
• Maintains positive business relationships and coordinates communications between financial advisor and customers, branches, Saco Office and others relating to administrative, customer service and sales support activities, ensuring that important information is exchanged as needed. Interacts harmoniously and effectively with others, focusing upon the attainment of bank goals and objectives through a commitment to teamwork.