- Use advanced computer skills to efficiently navigate through several programs, i.e. Word, Excel as needed
- Provide excellent client service through answering phone calls greeting clients and taking messages.
- Maintain excellent organization of daily work and continually prioritize tasks throughout each day.
- Other duties as assigned.
- Outreach to clients to schedule and confirm appointments with advisors.
- High school diploma or equivalent required.
- Demonstrate customer service skills and ability to communicate with a broad range of people.
- Demonstrate a proficient use of technology tools and possess basic system navigation skills.
- Candidates must successfully complete background prescreening for Elements Financial Federal Credit Union and LPL Financial before an offer for employment will be made.
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We are looking for a success-driven and detail-oriented Sales Assistant to join our team in Lafayette, Indiana.In this long-term contract position, you will play a vital role in supporting financial advisors as they guide members toward achieving their financial goals. · ...
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LEAD SALES ASSOCIATE-FT - 21 and older only - in LAFAYETTE, IN S03657
Dollar General
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Temporary Sales Assistant - Lafayette - Elements Financial
Description
This is an exciting opportunity to join our high growth Wealth Management team; but first, here is a little bit about Elements Financial:
WE MAKE MONDAYS MORE ENJOYABLE.
There are many ways to describe the Elements culture: fun, meaningful, supportive, and full of opportunities. See here for more information -
Today we serve the employees of 150+ organizations around the U.S. We currently rank among the top 3% of credit unions nationally with 100,000+ members. We have the resources, staff, and expertise to support our members with unparalleled service and leading-edge technology.
Now let's get into this exciting role
Elements Financial is a Best Place to Work because our employees are empowered to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to Empower Members to Achieve Financial Success. This (approximately) 8-month-long temporary position will support our financial advisors, who are industry experts providing guidance and advice to members to reach their financial goals. In addition to administrative skills, attention to detail, team collaboration, active participation and fostering an environment of trust are important attributes to bring to our team.
You will learn how to be the expert to best serve our members:
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Sales Assistant
Only for registered members Lafayette
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Temporary Sales Assistant
Only for registered members Lafayette, IN
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Assistant Sales Manager
Only for registered members West Lafayette
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Temporary Sales Assistant
TEMPORARY Only for registered members Lafayette
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Retail Sales Administrative Assistant
Only for registered members Lafayette, IN
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Assistant Route Service Sales Representative
Only for registered members Frankfort
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LEAD SALES ASSOCIATE-FT - 21 and older only - in LAFAYETTE, IN S03657
Full time Dollar General- Lafayette
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SALES ASSOCIATE in LAFAYETTE, IN S03657
Part time Dollar General- Lafayette
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Window Clerk/Customer Service
Postal Hiring Hub- Lafayette
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Window Clerk/Customer Service
Postal Jobs Assist- Lafayette
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Assistant Store Manager
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Retail Sales Consultant
Only for registered members Lafayette, IN
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Lighting Specialist
Only for registered members Lafayette, IN
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Specialty Associate
Only for registered members Lafayette, IN
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In- Home Sales Representative
Full time Only for registered members Lafayette
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Operations Manager
Full time Only for registered members IN - West Lafayette
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Assistant Store Manager
Only for registered members Lafayette, IN
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Store Associate
Only for registered members West Lafayette, IN, United States
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Area Sales Director
Only for registered members IN- Lafayette
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Craft Beverage Merchandiser
Only for registered members Lafayette, IN
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Area Sales Director
Only for registered members Lafayette, IN