Wilmington Advisors Sales Assistant

M&T Bank
Annapolis, MD
Nov 25, 2021
Nov 27, 2021
Full Time
A heritage of trust.A modern approach. Wilmington Trust is a premier provider of wealth and institutional services for M&T Bank, one of the most financially sound and successful companies in the US financial services industry. For more than a century*, our guidance has helped generations of families and businesses thrive, backed by the sound experience of our professionals and a forward-looking mindset. 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 (ie 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. 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 licenseLocationAnnapolis, Maryland, United States of America

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