The Investment Services Specialist position provides sales support to investment representatives, including processing and opening new Broker-Dealer accounts. Schedule client appointments and respond to client inquiries. Prepare client reporting and provide administrative support for seminars and meetings.
Minimum Qualifications:
- High school diploma or equivalent. Bachelor's degree in Finance, Accounting, or a related field preferred.
- Minimum one (1) year experience in related field, or support role.
- Series 7/63 license and Life/Health license preferred for investment specific role.
Responsibilities:
- Manage calendars and coordinating/scheduling clients and vendor appointments.
- Effectively and efficiently prepare for client meetings; run investment account reports; create documents using Microsoft Excel; prepare applications, forms, etc.
- Build constructive relationships with clients and Investment companies (online, phone and in person) for the completion of paperwork, follow-up, etc.
- Prepare overnight packages to send new account paperwork and checks to various investment companies.
- Maintain and update Daily Sales Logs; scan/index and maintain client files in appropriate order; maintain licenses required (Security Licenses, as well as Life and Health).
- Update and order sales literature as required.
Skills:
Strong reading, writing, grammar and mathematics skills; well-developed interpersonal relations and communicative skills; proven strength in interpreting, analyzing, synthesizing, and reporting financial and non-financial information in an understandable form for the end users of such reports; exceptional computer skills, including, but not limited to, word processing, spreadsheet, data base, presentation, and accounting software. Must have the ability to deal tactfully and efficiently with the public and other employees. The ability to work in a fast-paced, sometimes stressful environment and have flexibility in working hours
Benefits:
At Orrstown Bank, our employees are our most valuable asset. Our benefits package is designed to help our team achieve work/life balance, maintain a healthy lifestyle, and plan for the future.
- Medical insurance
- Dental insurance
- Vision insurance
- Long-term disability
- Short-term disability
- Employee, spouse and dependent life and AD&D insurance
- Flexible spending account
- Dependent care spending account
- Employee stock purchase plan
- 401(k)/profit-sharing program
- Paid time off
- Paid holidays
- Paid parental leave
- Employee service recognition
Skills Required
- High school diploma or equivalent
- Bachelor's degree in Finance, Accounting, or a related field
- At least one year of experience in a related field or support role
- Series 7/63 license
- Life and Health license
- Strong reading, writing, grammar, and mathematics skills
- Interpersonal, communication, analytical, and reporting skills
- Computer skills, including word processing, spreadsheets, databases, presentations, and accounting software
- Ability to work tactfully and efficiently with the public and employees
- Ability to work in a fast-paced, sometimes stressful environment with flexible hours
What We Do
Global trade finance.
