Wealth Management Sales Assist

SUMMARY: Provide administrative assistance for one to three financial advisors in a specific geographic area. Routinely schedules appointments and meetings. Answers client questions and provides account information upon request.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Provide sales assistance for Investment Executive/Sr. Investment Executive in an assigned office
• Send daily wires out of customer funds to the office manager
• Assist in the administration and tracking of the Investment Rep referral program
• Perform customer follow-up and clerical files
• Provide clients with account information upon request
• Create hypothetical illustrations for clients
• Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
• Regular, predictable attendance is an essential requirement of this position
• Complete all other duties as assigned

EDUCATION AND/OR EXPERIENCE:

• High School diploma or General Education degree (GED) required, College Degree in Business Administration preferred
• Minimum of one (1) year experience in a financial sales support role

Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran