Senior Sales Assistant - Commerce Financial Advisors

Commerce Bancshares
Kansas City
Workplace: OnsiteFull timeUSD 23.8 - 27.65 hourlyFunction: Administration & Executive AssistanceExperience: 3+ yearsEducation: bachelorsSkills: ["Problem-solving","Independent work","Customer service","Analytical thinking","Communication"]

Provide administrative support to Financial Advisors responsible for investment sales. Partner with advisors to prepare for client meetings, manage retail referrals, gather client data for planning, and generate reports that inform advisor decisions. Execute trades as directed, coordinate advisory review meetings, and handle client inquiries and communications, including phone calls. Lead initiatives to improve the efficiency of the Advisor–Assistant partnership.

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FursaFursa
Commerce Bancshares
Commerce Bancshares
1 month ago

Senior Sales Assistant - Commerce Financial Advisors

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 days agoStatus: Live

Job Summary

Provide administrative support to Financial Advisors responsible for investment sales. Partner with advisors to prepare for client meetings, manage retail referrals, gather client data for planning, and generate reports that inform advisor decisions. Execute trades as directed, coordinate advisory review meetings, and handle client inquiries and communications, including phone calls. Lead initiatives to improve the efficiency of the Advisor–Assistant partnership.
Location: Kansas City
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Partner with Financial Advisors to prepare for client meetings, including document preparation and capturing information for follow-up.
  • •Manage retail referrals by connecting with prospects, scheduling appointments, and tracking referral status.
  • •Gather client data for financial planning, generate plans, and support delivering results for advisor review.
  • •Run, analyze, summarize, and act on proactive reports to support advisor decision-making.
  • •Execute trades as directed, prepare advisory review reports, coordinate client review meetings, and handle client inquiries and communications.

Pay and Benefits

Salary: USD 23.8 - 27.65 hourly
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid Personal

Key Requirements

  • •3+ years of experience in processing or customer service, preferably in banking, finance, insurance, or investment.
  • •Bachelor’s degree or an equivalent combination of education and experience preferred.
  • •Series 7 and Series 63 or Series 66 license required.
  • •Strong problem-solving ability and ability to work independently while managing multiple priorities.
  • •Intermediate proficiency with Microsoft Word, Excel, Teams, and Outlook, plus excellent customer service and analytical thinking.
Experience:3+ yearsBankingFinanceInsuranceInvestmentCustomer service
Education:Bachelor's
Skills:Problem-solvingIndependent workCustomer serviceAnalytical thinkingCommunication
Licenses:Series 7Series 63Series 66
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft TeamsOutlookMicrosoft

Company Brief

Commerce Bancshares
Provides commercial, retail, wealth management, and payment services through its regional banking operations. Commerce Bancshares serves individuals, businesses, and institutions across the Midwest with deposit accounts, lending, treasury, and card solutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1865
WebsiteLinkedIn