Job Details
** Registered Sales Assistant**
**Job Category****:** Investments **Requisition Number****:** REGIS01251 Showing 1 location **Job Details**
**Description**
**JOB DESCRIPTION:**
The Registered Licensed Sales Assistant provides support to the Consumer Investments Representatives while demonstrating a passion for delivering superior service and building client relationships.
* Processes transactions for broker dealer and trades for Consumer Investment Representatives.
* Scheduling customer/prospect meetings with Consumer Investment Representatives.
* Reviewing all paperwork for accuracy, completeness, and compliance.
* Assisting with seminars designed to promote the department and products.
* On-going training of advisors and assistants on upcoming changes with our broker dealer.
**COMPETENCIES:**
* Customer Service
* Attention to Detail
* Organization
* Problem Solving
* Communication
* Teamwork
* Initiative
* Integrity
**EDUCATION AND EXPERIENCE:**
* High school diploma or equivalent
* Series 6 and Series 63 licenses
* 2 years professional office experience
**HOURS:**
Regular business hours, Monday through Friday.
**BENEFITS:**
We offer a comprehensive benefit package to our employees including medical, dental, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.
**ABOUT SECURITY NATIONAL BANK:**
Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis and emerge as the regions most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing whats right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable.
Security National Bank is an Equal Opportunity, Affirmative Action Employer. Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.
**LEARN MORE:**
**LOCATION:**
Sioux City, IA
Main Bank
**Skills**
**Preferred**
**Wealth Management** *Intermediate* **Teamwork** *Advanced* **Self-motivated** *Advanced* **Microsoft Office** *Intermediate* **Investments** *Intermediate* **Finance** *Intermediate* **Image scanning** *Intermediate* **Honesty** *Expert* **Filing** *Intermediate* **Customer Service** *Advanced* **Computer** *Intermediate* **Communication** *Advanced* **Accuracy** *Advanced* **Dedicated****:** Devoted to a task or purpose with loyalty or integrity **Job Security****:** Inspired to perform well by the knowledge that your job is safe **Flexibility****:** Inspired to perform well when granted the ability to set your own schedule and goals **Ability to Make an Impact****:** Inspired to perform well by the ability to contribute to the success of a project or the organization **Education**
**Preferred**
High School or better.
**Experience**
**Preferred**
**2 years:** Professional office experience
Series 6 and 63 licenses
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)