Boasting independence, ingenuity, and integrity, National Securities Corporation is one of the largest and fastest-growing independent broker-dealers in the Country. We are looking to partner with qualified, high-performing individuals that thrive on finding exceptional opportunities.

At National, we pride ourselves on one simple principal, superior customer service. We are currently looking for a high quality individual to fill the Sales Assistant position on a top producing team, within our Chicago branch.

The ideal candidate will have a finance background or interest in finance, attention to detail and organization skills, ability to work well under tight deadlines, and manage priorities and multiple tasks effectively. A well-qualified candidate will be a self-starter who can demonstrate the ability to work both independently as well as collaboratively in a dynamic team environment. The assistant will have the opportunity to obtain their SIE, Series 7 & 63 certifications. The position is a full time opportunity, and reports directly to our Administrative Manager.

Qualifications:

• Undergraduate degree required
• Minimum of 2+ years professional experience required
• Strong communication (both written and verbal), time management and organizational skills required
• Perfected the skill of multi-tasking
• Experience with Excel/Word/Outlook/PowerPoint, with an emphasis on Excel
• Strong follow-up skills
• Skilled at basic mathematics; percentages, formulas, data analytics, etc.
• Positive and professional attitude
• Highest level of integrity/honesty/loyalty
• Willingness and interest to work in a tight-knit group. A team player.
• Ability to work with outside service providers and clients/ability to communicate well verbally, articulate
• Self-motivated, a self-starter and the capability to work both independently and collaborate with a team
• Strong sense of ownership/responsibility
• Required to obtain FINRA licensing within first 12 months of training
• Basic knowledge of investment and banking products, policies & procedures is preferred

Responsibilities:

• Assist with planning client/prospect events
• Copy and track all client and practice materials including business correspondence
• Copy and follow-up with Operations team on related issues
• Schedule client appointments and prepare agendas/ forms for appointments
• Conduct client appointment reminder calls and check-in calls on follow up items
• Perform other allowable duties as assigned by the financial advisor(s)

www.yournational.com/jbtwealth