CLIENT SERVICES MANAGER - INVESTMENT MANAGEMENT |
| CLIENT SERVICES REPRESENTATIVE
INVESTMENT MANAGEMENT FIRM
DOWNTOWN DENVER
$40,000 - $55,000/YR
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Sales Assistant -PT/ South Orange County
| Details |
Country: USA
Location: Colorado-Denver Denver, CO 80002
Total applied: 43 Job Category:Administrative/Clerical
Education Level:High School or equivalent
Location:Denver, CO 80002
Status:Part Time, Employee
Career Level:Experienced (Non-Manager)
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Sales Assistant -PT/ South Orange County
HighlightsAIG Job ID: VALIC-TRN-SAPT-STORCTY-ZIGMARPosition Type: Part Time - RegularLocation: CO-DenverRelocation: NoRequirementsEducation: High SchoolExperience: 3-5 yearsDescription: Position Title: Part-time Sales Assistant Location: South Orange County, CA Functional Area: Clerical/Admin. Company Name: AIG Retirement Employment Type: Part Time - Regular Education Required: High School Experience Required: 3-5 years Salary Grade: Not Indicated Relocation Provided: No Position Description: Part Time Sales AssistantIn this position you will:- Provide administrative support to Financial Planning Advisor. - Monitor and manage Advisor’s calendar.- Assist with processing client paperwork and forms.- Make phone calls to set up appointments with existing clients and/or sales leads.- Maintain clients’ files.- Respond to clients’ requests or questions regarding forms, sales literature, or administrative account changes.- Prepare client enrollment packets- Prepare and send out client mailings and routine correspondence.- Complete office tasks such as copying, taking messages, ordering sales materials and forms, distributing mail items, etc. Requirements:- Must possess good verbal communication skills and be able to interact effectively with external contacts. - Must exercise discretion in handling client interactions and in directing clients to the appropriate party for resolving problems or complex issues. - Must demonstrate strong organizational skills. - Must be proficient with software applications including MS Outlook, MS Word processing, and MS Excel.- Laptop computer will be provided.Hours & Compensation:- Up to 20 hours per week, Monday – Friday- Compensation is dependent on experience- Securities license preferred, but not required.- Training will be provided by the Financial Advisor. Office Location:South Orange County, CA - Within 10 miles of Coto De Caza, CASpecific Requirements:- High school degree or equivalent required, a college degree preferred.- Three years office clerical experience including two years in a marketing, insurance, financial services, or customer service environment a plus. About AIG: American International Group, Inc. (AIG) is the world's leading international insurance and financial services organization, with operations in more than 130 countries and jurisdictions. AIG member companies serve commercial, institutional and individual customers through the most extensive worldwide property-casualty and life insurance networks of any insurer. In the United States, AIG companies are the largest underwriters of commercial and industrial insurance and AIG American General is a top-ranked life insurer. AIG's global businesses also include retirement services, financial services and asset management. AIG's financial services businesses include aircraft leasing, financial products, trading and market making.AIG's growing global consumer finance business is led in the United States by American General Finance. AIG also has one of the largest U.S. retirement services businesses through AIG SunAmerica and AIG VALIC, and is a leader in asset management for the individual and institutional markets, with specialized investment management capabilities in equities, fixed income, alternative investments and real estate. AIG's common stock is listed in the U.S. on the New York Stock Exchange and ArcaEx, as well as the stock exchanges in London, Paris, Switzerland and Tokyo.AIG is an Equal Opportunity Employer..
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