Trade/Sales Assistant

Robert Half • Palm Beach Gardens, FL • 20h ago

Description We are looking for a detail-oriented Trade/Sales Assistant to join our team in Palm Beach Gardens, Florida. This Contract-to-Permanent position offers an excellent opportunity to provide critical support to financial advisors, ensuring smooth account management and transaction processes. If you thrive in a fast-paced environment and are skilled in administrative assistance, data processing, and customer support, we encourage you to apply.

Responsibilities:

Assist financial advisors with the setup and submission of new accounts on the platform, ensuring accuracy and compliance.

Facilitate the execution of transactions, including deposits and withdrawals, while maintaining detailed records.

Guide advisors on configuring systematic deposits and withdrawals to streamline financial processes.

Address inquiries from advisors, providing timely and detail-oriented support to resolve issues.

Manage transactions involving both experienced and non-experienced funds, ensuring proper handling and documentation.

Utilize CRM tools to track account activity and maintain organized client records.

Process cash activity promptly and reconcile accounts as needed.

Support administrative tasks such as data entry, reporting, and communication to maintain operational efficiency.

Collaborate with team members to optimize processes and enhance advisor satisfaction. Requirements - Proficiency in CRM systems to manage client interactions and account details.

Strong skills in data processing and attention to detail for accurate recordkeeping.

Ability to answer inbound calls professionally and resolve inquiries effectively.

Familiarity with financial transaction processes, including buying and cash activities.

Advanced knowledge of Microsoft Excel for reporting and data analysis.

Experience in handling account transactions and maintaining compliance standards.

Excellent administrative and organizational abilities to support daily operations.

Strong communication skills to provide clear guidance and support to advisors.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

Go to Apply

Inside Sales / Product Specialist

Aston Carter • Jupiter, FL • 2w ago

Sales & Marketing

2w ago

Go to Apply

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