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Wealth Management Sales Support Assistant

Newport Beach, California;

Job Description:

- Achieve results

- Learns and Adapts

- Demonstratres understanding of basic mortgage concepts

- Must have a highly proactive mindset

-Must be able to multi-task in a fast moving environment

-Able to deliver high level of client service   Responsible for assisting with the administrative duties related to client relationships and identifying client service and sales needs. Assists with the coordination and follow-up with specialists and experts to ensure superior client service. This position is subject to SAFE Act registration requirements.

• Focus primarily on compliance oversight and reporting with accountability; remaining capacity for administrative tasks

• Align to a group of Lending Specialists  at 1:30

• Provides support to a market (will support multiple markets if needed to reach 1:30)

• Engage in new accountability / follow up routines to follow reporting distribution

• Accountable for weekly site compliance checklist, NPI sweeps, clean desk review, signage and expired marketing review, quarterly compliance certification in partnership with the SOM, connections/ profile compliance, LO website review and site Access review.

• Responsible for Daily/Weekly reporting

• In person client greeting

• New hire & on boarding support e.g. access

• Limited Sales Manager calendar support such as critical market meeting coordination

Required Skills:

- Strong communication skills (verbal and written)

- Drive Client experience and Operational Execution

-Manage new hire on-boarding (office access, laptop, blackberry, etc)

-Knowledge on Ariba/eRequest & myTechnology

-Excellent PC and communication skills

-Must be a team player

-Excellent problem-solving skills

Desired Skills:

- Achieve results

- Learns and Adapts

- Demonstrates understanding of basic mortgage concepts

- Must have a highly proactive mindset

-Must be able to multi-task in a fast moving environment

-Able to deliver high level of client service   

Job Band:

H8

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

- Achieve results

- Learns and Adapts

- Demonstratres understanding of basic mortgage concepts

- Must have a highly proactive mindset

-Must be able to multi-task in a fast moving environment

-Able to deliver high level of client service   Responsible for assisting with the administrative duties related to client relationships and identifying client service and sales needs. Assists with the coordination and follow-up with specialists and experts to ensure superior client service. This position is subject to SAFE Act registration requirements.

• Focus primarily on compliance oversight and reporting with accountability; remaining capacity for administrative tasks

• Align to a group of Lending Specialists  at 1:30

• Provides support to a market (will support multiple markets if needed to reach 1:30)

• Engage in new accountability / follow up routines to follow reporting distribution

• Accountable for weekly site compliance checklist, NPI sweeps, clean desk review, signage and expired marketing review, quarterly compliance certification in partnership with the SOM, connections/ profile compliance, LO website review and site Access review.

• Responsible for Daily/Weekly reporting

• In person client greeting

• New hire & on boarding support e.g. access

• Limited Sales Manager calendar support such as critical market meeting coordination

Required Skills:

- Strong communication skills (verbal and written)

- Drive Client experience and Operational Execution

-Manage new hire on-boarding (office access, laptop, blackberry, etc)

-Knowledge on Ariba/eRequest & myTechnology

-Excellent PC and communication skills

-Must be a team player

-Excellent problem-solving skills

Desired Skills:

- Achieve results

- Learns and Adapts

- Demonstrates understanding of basic mortgage concepts

- Must have a highly proactive mindset

-Must be able to multi-task in a fast moving environment

-Able to deliver high level of client service   

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21083684

Band: H8

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Maria Melendez

Referral Bonus:

0