2017 SCALEJob Descriptions

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Job Description Investment Assistant

Short Description:

Resolve and respond to account-related client inquiries. Handle client service questions working with highly sensitive material. Identify and take advantage of cross-selling opportunities and communication leads, answer and direct phone calls and maintain calendar as required.

Duties/Responsibilities:

  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Contact prospective customers to present information and explain available services.
  • Sell services or equipment, such as trusts, investments, or check processing services.
  • Prepare forms or agreements to complete sales.
  • Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  • Review business trends to advise customers regarding expected fluctuations.
  • Make presentations on financial services to groups to attract new clients.
  • Evaluate costs and revenue of agreements to determine continued profitability.
  • Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Economics and Accounting — Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • Law and Government — Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
  • Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
  • Complex Problem Solving — Identifying complex problems and reviewing related information to

Skills/Requirements/Qualifications

  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  •   Contact prospective customers to present information and explain available services.
  •   Sell services or equipment, such as trusts, investments, or check processing services.
  •   Prepare forms or agreements to complete sales.
  •   Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  •   Review business trends to advise customers regarding expected fluctuations.
  •   Make presentations on financial services to groups to attract new clients.
  •   Evaluate costs and revenue of agreements to determine continued profitability.
  •   Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  •   Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  •   Economics and Accounting — Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  •   Law and Government — Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
  •   Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
  •   Complex Problem Solving — Identifying complex problems and reviewing related information to

Job Zones

  • Considerable Preparation Needed
  • Education: Most of these occupations require a four-year bachelor's degree, but some do not.
  • Related Experience: A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
  • Job Training: Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.
  • Job Zone Examples: Many of these occupations involve coordinating, supervising, managing, or training others. Examples include accountants, sales managers, database administrators, teachers, chemists, environmental engineers, criminal investigators, and special agents.
  • Specific Vocational Preparation in years: (7.0 to < 8.0)

Job Category

Accounting

Salary National Average

LowMediumHigh
$41835.23$56533.68$77566.87

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