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The purpose of this position is to assist Financial Services Financial Consultants and Financial Services clients. In this role, you must be able to work independently and as part of a team to support the Financial Consultant and ensure client satisfaction.
- Open and service client accounts
- Administrative duties for office such as answering phones, filing, as well as other duties as needed
- Prepare reports for presentations, expense reports, and report distribution
- Maintain client and office files
- Coordinate scheduling of appointments and consultants
- Enter and confirm securities transactions
- Perform additional duties as assigned.
Required:
- SIE, Series 7 & 63, 65 or 66 Securities licenses or 2 years of Financial Services Experience
- Financial Services product knowledge
- Retirement products and new account knowledge
- Excellent Customer service skills
- Computer skills, data entry
- Time management skills
- Teamwork Skills
Preferred:
- College education in Business/Financial Services preferred
- Insurance license preferred
- Proficiency in Microsoft Office Suite preferred
Working with Us
Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team!
Equal Opportunities for All
Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment.
If you need assistance with any part of the application process, please send an email to careers@trustmark.com or call 866.213.1418.
Our Hiring Process
Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:
- Verification of employment, education and other data provided by you on your employment application
- Verification of eligibility to work in the US
- Criminal background check
- Credit check (required for certain positions)
- Fingerprinting (required for certain positions)
- Drug screen
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