Registered Sales Asst

Date Posted: 12/5/2017
Location: Cromwell, CT
Ref#: 5000270178906
17-1881
40
5 Coles Road-MS100
Cromwell
Connecticut

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935 by Harold Webster Smith, our focus has always been to put people first--doing whatever we can to help individuals, families and businesses achieve their financial goals. And while we've grown into a leading commercial bank, we remain passionate about serving our customers, supporting our communities, and making a difference in people's lives. We can make a difference in your life, too. By empowering you to build the meaningful career you've been looking for.

Responsibility, respect, trust, teamwork and citizenship are the values on which Webster was founded. Together we call them The Webster Way, and they are what set us apart as a bank and an employer. Guided by these values, we put people first - working hard to live up to our customers, and each other, every day.

Job Summary:

To provide a wide range of administrative, trading, marketing, and partnership support to Senior Financial Consultants. The Registered Sales Assistant works directly with prospects, clients, partners, vendors, and back office staff to ensure that a Senior Financial Consultants wealth practice is efficient, productive, and compliant to all relevant regulations and guidelines. The Registered Sales Assistant is licensed with the FINRA with a Series 7, 66 (or 63 & 65) as well as holds a State Insurance license.

 

RESPONSIBILITIES : 

Administrative & Service Duties:

 Registered Trading/Transaction-Oversight/Account-Processing Duties:

 Reporting Requirements and Duties:

Partnership Duties:

  Marketing Duties:

 

REQUIREMENTS : 

 Education - Associates degree preferred

 Securities and life licenses (7, 66 (or 65/63), State Insurance License) 

The incumbent should be:
  • Resourceful, motivated, enthusiastic and take initiative
  • Highly organized
  • Proficient in Windows--Based Excel and Word
  • Comfortable and efficient in telemarketing activities
  • Able to communicate effectively and thoroughly
  • Possess a broad knowledge of administrative skills
  • Have good judgment skills
  • Have a strong sensitivity to follow-through and be diligent about meeting deadlines
 
 
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Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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