Part Time Sales Assistant / Portland, OR
American International Group - Portland, OR

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We are looking for an individual to partner with Financial Advisors acting as a Part Time Sales Assistant in Portland, OR.


• Maintain and update client files
• Manage mailing and postage supplies and process
• Maintain and update process manual
• Contact clients by phone and email to set and confirm appointments
• Make proactive outbound relationship calls
• Schedule client meetings and prepare client meeting material
• Help develop, schedule and operate client events
• Develop targeted lists of clients for marketing campaigns
• Update and maintain contact databases
• Assist with contact management updates
• Prepare client paperwork and monitor progress
• Data entry for client financial plans
• Assist with follow up from client appointments
• Assist with monitoring all new account set up’s
• Assist with monitoring all incoming account transfers

Position Requirements

• 18 hours per week
• 2-3 years of administrative experience
• Must be fluent with MS Word, Excel, Outlook and PowerPoint
• Must have excellent organizational and time management skills
• Knowledge of financial services industry a plus
• Previous experience supporting a financial advisor a plus
• Excellent attitude and extraordinary client service orientation
• Excellent analytical skills
• Excellent interpersonal skills
• Demonstrated ability to manage multiple tasks and independently prioritize
• Excellent attention to detail in dealing with critical financial paperwork
• Multi-tasker

American International Group - 23 months ago - save job
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ABOUT US: AIG is a leading international insurance organization serving customers in 130+ countries. AIG companies serve commercial,...