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Sales Assistant I
Location:
Fairhope, AL
Type: Regular Full-Time
Job ID: 2022-14991
Category: Wealth Management
Overview

The purpose of this position is to assist the Financial Services Financial Consultant and Financial Services client.ย  In this role, you must be able to work independently and as part of a team to support the Financial Consultant and ensure client satisfaction.

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Responsibilities:

Open and service client accounts

Administrative duties for office such as answering phones

Prepare reports for presentations, expense reports, and report distribution

Maintain client and compliance files

Coordinate scheduling of appointments for Financial Consultants

Perform additional duties as assigned.

Qualifications

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Required:

  • College education or 2 โ€“ 4 years work experience
  • Computer data entry skills
  • Excellent oral and written communication skills
  • Customer service skills
  • Ability to work independently
  • Time Management skills
  • Securities Industry Examination preferred
  • Experience in Financial Services preferred
  • Proficiency in Microsoft Office Suite preferred

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Working with Us

Teamwork and the individual contributions of our associates are recognized as the drivers of our success.ย  At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment.ย  We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations.ย  Come onboard and join our team!

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Equal Opportunities for All

Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accomodation for individuals with disabilities in employment.

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If you need accomodation for any part of the application process because of a medical condition or disability, please send an email to careers@trustmark.com or call 866.213.1418.

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Our Hiring Process

Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:

  • Verification of employment, education and other data provided by you on your employment application
  • Verification of eligibility to work in the US
  • Criminal background check
  • Credit check (required for certain positions)
  • Fingerprinting (required for certain positions)
  • Drug screen

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