The purpose of this position is to assist the Financial Services Financial Consultant and Financial Services client. 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.
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
Teamwork and the individual contributions of our associates are recognized as the drivers of our success. 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. 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. Come onboard and join our team!
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.
Upon accepting a position with Trustmark, the following pre-employment screenings must be completed: