POSITION SUMMARY:
Assist investment advisors in pursuit of sales goals and provide operational support by performing a variety of duties to support the department and individual financial advisor's mission.
OBJECTIVES OF THIS ROLE:
- Place clients’ needs first to nurture lasting relationships in accordance with the Farmers and Merchants’ State Bank mission statement.
- Deepen client relationships by utilizing sales training skills to provide outstanding customer service.
RESPONSIBILITIES:
- Provide clerical support to sales efforts by performing functions such as, but not limited to, scheduling appointments; helping clients with basic questions with their accounts; maintaining and updating client files; and processing paperwork to open new accounts.
- Update and maintain self-directed IRA's and collect annual custodial fees. Collect annual maintenance fees on retail accounts.
- Help FM Investment Manager compile various reports for management.
- Perform research on account histories, client account statements, and tax reports including cost basis information.
- Project management, including prospect mailings, marketing campaigns, seminars and referral incentive campaigns.
- Maintain inventory of supplies and literature regarding FM Investment Services, Raymond James and various fund and insurance companies. Also maintain current supply of business cards and letterhead for individual advisors.
- Answer, screen and direct incoming telephone calls.
- Complete continuing education to maintain licenses where applicable.
- Complete and satisfactorily pass tests for bank policy and regulations that apply to position.
