JobWatch

26 days old

Sales Assistant

Kelly Services
Chicago, IL 60684
**Overall Job Summary**


The **Central Sales Assistant** will remotely support several Financial Representatives and Investment Advisors with basic administrative and processing tasks.


**Hourly pay:** $20-$22 ($22 only if you have Pershing NetX360 software experience)


**Temporary to hire**


M-F 8 am 5pm


Located on Wacker Drive in Chicago but this position is **100% remote** (client will mail you the equipment needed for the job)


**Key Job Responsibilities and Accountabilities:**


1. Input client data


2. Prepare and send out paperwork for signature


3. Establish accounts through Client Onboarding


4. Upload completed documents


5. Follow up on pending business


6. Daily review of submitted business to identify and correct Not in Good Order (NIGO) business and proactively work to correct


7. Act as liaison between field and home office


8. Confirm appointments by phone/email


9. Send paperwork for physical or electronic signature


10. Create proposals and run reports as requested by FR/IA


May perform additional duties as assigned.


**Skills, Knowledge, and Abilities:**


1. Strong oral and written communication skills


2. Knowledge of the securities industry


3. Customer-focused and team-oriented


4. Able to consistently meet or exceed expectations


5. Proficient with Microsoft Office Products; knowledge of CRM systems preferred


**Education and Experience:**


1. Minimum high school diploma or equivalent, college degree preferred


2. Securities industry or equivalent financial services experience preferred


3. 1+ years experience with Pershings NetX360 platform strongly preferred


**Why Kelly** **** **?**


Youre looking to keep your career moving onward and upward, and were here to help you do just that. Our financial staffing experts will connect you with premier companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in in your career. It all adds up.


**About Kelly** ****


At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.


Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.
Posted: 2021-09-24 Expires: 2021-10-25

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Sales Assistant

Kelly Services
Chicago, IL 60684

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