Centralized Support Associate
Core
Provides administrative, operational, and customer service support to Investment Relationship Managers in the investment sales sector.
Role type
Administrative Support Associate for Investment Sales
Builds
Supports Investment Relationship Managers in U.S. Bancorp Investment Sales
Domain
Financial Services / Investment Sales
Required skills
appointment tracking, proposal preparation, client file management, mail handling, prospect meeting coordination, regulatory compliance knowledge
Preferred skills
FINRA SIE, Series 7, Series 63, Series 65/66 licenses, life/variable life/health/disability licenses, investment industry experience, brokerage industry processes knowledge, wealth management business model understanding
Technologies
None explicitly stated
Responsibilities
Making and tracking appointments, preparing investment proposals and reviews, organizing paper flow, maintaining client files, answering phones, disseminating mail, assisting in business development by meeting with prospects and coordinating marketing campaigns
Seniority
Individual Contributor, mid-level support role