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About the Role
Provides sales, processing, operational, administrative, and customer service support to Investment Relationship Managers. Assists with business development, client outreach, and marketing campaigns.
Responsibilities
- Provides sales, processing, operational, administrative, and customer service support to Investment Relationship Managers.
- Performs administrative support duties such as making and tracking appointments, preparing investment proposals/reviews/correspondence, organizing paper flow, maintaining client files and supplies, answering phones, and managing mail.
- Assists in business development by meeting with prospects, contacting existing clients, planning marketing campaigns, and coordinating seminars.
- Collaborates with internal departments on joint business initiatives.
- Supports teams located in the Pacific Standard Time zone.
Requirements
- High school diploma or equivalent (Bachelor's degree preferred).
- Five or more years of investment industry experience preferred.
- FINRA SIE, Series 7, Series 63 and 65/or 66 registrations and life, variable life, health and disability licenses.
- SIE at a minimum highly preferred.
- Must be able to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Skills
- Strong knowledge of the financial services industry, specifically with investment advisory and brokerages services, internal policies, procedures, and all associated regulatory requirements.
- Experience with the policies, processes and procedures of the brokerage industry, FINRA and SEC regulatory standards and all applicable regulatory bodies, ensuring regulatory standards are met.
- Deep understanding of the Wealth Management Advisor's business model, needs and key drivers as well as the sales process.
- Considerable knowledge of internal administrative, compliance and operational procedures.
- Strong communication, organization, problem-solving, prioritization, follow-up and relationship building skills.
Location
- Pacific Standard Time
Work Type
- Full-time
Experience Level
- 5+ years of investment industry experience preferred
Education Level
- High school diploma or equivalent
- Bachelor's degree preferred
Salary/Compensations
- $27.55 - $36.73 per hour
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals
- Incentive and recognition programs
- Equity stock purchase
- Pension (all benefits are subject to eligibility requirements)
About the Company
- At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.
- A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.
- U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program.
- U.S. Bank will consider qualified applicants with arrest or conviction records for employment.
- U.S. Bank conducts background checks consistent with applicable local laws.
Equal Opportunity
- U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.