Sales Support - Financial Advisory Team
Jones & Roth - Eugene, OR

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Jones & Roth is currently seeking a Service Coordinator to assist our Financial Advisory Services Team. The successful candidate will be responsible for detail-oriented, time-sensitive client communications surrounding the implementation of key projects. The ideal candidate will have a background in the Retirement Industry, excellent communication skills, and the ability to work within a fast-moving department with several projects simultaneously competing for resources and deliverables.

Key Duties:
Work closely with Financial Advisors to provide support for their sales efforts

Prepare detailed analysis and proposals for prospective clients

Customize analytical spreadsheets for proposals

Prepare responses to RFPs for review

Assist in follow-up of prospects

Manage post-sales functions, including:
Coordination of contracts, conversion process, investment lineup and mapping

Communication with other departments

Assist in researching and providing appropriate references for new sales opportunities

Assist other team members as needed

Qualifications:
Two years experience in the Retirement Industry preferred; or financial services experience

College degree preferred or relevant industry experience

Excellent communication skills

Detailed oriented with great organizational skills

Ability to multitask

Cooperative, team player and positive attitude

Knowledgeable in Word, Excel, Power Point, etc.

Self-motivated, a quick learner, enthusiastic and professional

Current Series 7 and 66 a plus, or ability to attain in 12 months

Jones & Roth - 20 months ago - save job - block
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About this company
Jones & Roth, P.C. is a firm of Certified Public Accountants and business consultants with offices in Bend, Eugene and Hillsboro. The...