Sales Assistant – Wealth Management Job recruitment

Sales Assistant - Wealth Management (Job Number: 1208401)

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.

Serving individuals and families as well as family offices, planned giving programs, endowments, foundations and other institutions, BNY Mellon Wealth Management offers exceptional resources, deep experience and highly skilled people to provide customized wealth management solutions. BNY Mellon Wealth Management is a leading wealth manager with offices throughout the U.S. and in Canada, Hong Kong, the U.K. and Cayman Islands.

Description

This position is highly visible to external clients and prospects; therefore, the Sales Assistant must be client service oriented and their work must be of high quality. The quality of work has a direct impact on winning business for the sales unit. The incumbent will work closely with the Sales Officers to support their marketing and sales efforts. He/she is responsible for assisting Sales Officers in meeting their office sales goals through development of sales presentations materials, tracking of leads including pending business and new business on a weekly basis, arranging investment programs and handling all inquiries while sales staff is out of the office. Incumbent will work on special marketing projects and provide competitive marketing reports as needed.Incumbent will possess strong written and verbal communication skills.

Qualifications

Must have excellent organizational and interpersonal skills. Flexibility and creativity are necessary assets. 3 - 5 years minimum experience preferred; typically gained through support of a sales office or work in a professional office (i.e., CPA, lawyer, or educational).Undergraduate degree or equivalent experience preferred.Must be proficient in Microsoft Office products with emphasis on Word, Excel and Powerpoint.

Primary Location: United States-USA-MA-Boston
Internal Jobcode: 03014
Job: Wealth Management
Organization: Wealth Mgmt East US Markets-HR06266