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Registered Sales Assistant

Overview
Provide direct support to Brokerage Services personnel by performing highly skilled administrative, customer service and sales related support.
ResponsibilitiesEssential Duties
Responsible for the daily administrative operations for an assigned group of Financial Advisors. Function as a part of a larger team dedicated to helping achieve Fulton Financial Advisors' overall sales goals. Responsible for all aspects of client servicing and records administration.
Provide direct support to Financial Advisors by processing all incoming business with follow up to broker and dealer or client as needed. Process trade orders and execute client trade requests.
Perform all clerical and administrative tasks, including the preparation and processing of correspondence and communications, prepare various reports, and daily filing of client information.
Provide direct support to Financial Advisors by processing new account applications, obtaining necessary account documents, resolving inquiries, and handling account transfers.
Communicate daily with clients providing trade settlement information, coordinating the payment and delivery of funds, providing portfolio information and other requests.
Schedule all appointments and prepare materials for client meetings and seminars including making copies and assembling informational booklets.
Schedule all appointments and prepare materials for client meetings and seminars including making copies and assembling informational booklets. Schedule all appointments and prepare materials for client meetings and seminars including making copies and assembling informational booklets.
QualificationsEducation
Bachelor Degree or equivalent experience. Specialty: Relevant degree pertaining to the essential duties of this role. (Preferred)
Experience
2 or more years Banking. (Preferred)
Certifications
Series 7 and Series 63 or 65 or 66 registration. (Required)
EEO Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Financial Corporation currently or in the future.Fulton Financial Corporation ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

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