Sales Assistant - Atria Wealth Solutions

• Coordinates with Financial Advisors and branch staff on referral reports, meetings and other investment and financial services related training.
• Conducts research on client and security information while maintaining and updating members’ brokerage accounts, securities, and mutual funds.
• Researches and follows-up on client documentation for proper maintenance of the accounts.
• Analyzes reports and statements to determine and offer appropriate solutions, options and resources to members, Financial Advisors, and staff.
• Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
• Ensure overall professional appearance, including work area, over the phone or in face-to-face contact with members, other employees, or vendors.
• Follows up on any appointment leads (branch referrals, website, seminars, etc.)
• Calls clients and prospects and makes appointments for the representative.
• Processes incoming client mail, paperwork and other items to support the representative.
• Assists representative with back to representative service items.
• Maintains calendar for the representative.
• Performs service duties for representative, which may include monitoring assigned representatives’ emails and voicemails for follow up items, which may include prioritizing emails and voice mails, scheduling related appointments, and/or conducting the necessary follow up to the emails or voice mails.
• Works with compliance to administer and track any advertising approvals as needed.
• Prospects for clients within clearly defined markets.
• Manages scheduling, planning, and tracking of attendees for seminars and workshops.
• Assists Financial Advisor with travel arrangements and other travel-related items.
• Fosters and supports relationships with clients.
• Listens effectively and empathetically to Financial Advisor, prospects, and clients, gathering facts, making written notes when appropriate, and analyzing total needs of the client or representative.
• Works closely with other personnel and assistants to build program.
• Supports entire program and pitches in when other assistant(s) are out, if applicable.
• Sets and keeps consistent office hours.
• Supports Patelco CU Mission and Corporate Values
• Other projects and duties may be assigned.
• Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures.

• AA degree in Business preferred or equivalent.
• At least two (2) years of job-related work experience.
• Occasional travel to branch locations. Must have a valid CA Class C license.
• Familiarity with financial and investment terms, products and markets preferred.
• Proficient in MS applications such as Word, PowerPoint, Excel.
• Proficient in Financial program software such as Unio or NetX Pro.
• Strong communication skills/proficiency.
• Bilingual, in both written and oral, a plus.

• Exceptional Medical, Dental, Vision, and Life Insurance benefits
• Onsite fitness center at HQ and rewards for completing wellness related activities 

• Competitive compensation packages with bonus opportunity
• 401(k) with 3% Safe Harbor and 5% employer match
• Discounts on loan products
• Tuition reimbursement

• Employee Assistance Program (EAP)
• PTO for part-time and full-time positions
• Paid holidays

• On-the-job training and skills development
• Internal transfer opportunities for career growth
• Volunteer work
• Flexible work arrangements available for specific positions

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