Financial Service Sales Assistant

Columbia Bank

. Provide administrative and operational support for one or more Financial Advisors .

Posted 9/16/2026full-timeSalem • Oregon • United StatesMid-LevelSenior💰 $23 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment concepts and terminology while providing comprehensive administrative and operational support to Financial Advisors. Proficient in managing client accounts, processing confidential information, and ensuring compliance with financial regulations.

Highest-signal resume keywords

Financial Services ExperienceInvestment Concepts ExpertiseMicrosoft Office Suite ProficiencyData Entry SkillsRegulatory Compliance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Account ManagementConfidential Information ProcessingBusiness ProcessingSecurities Clearing SystemsInvestment Vehicles KnowledgeTransaction Types UnderstandingCalendar ManagementDocument PreparationMail ProcessingDatabase Maintenance

Soft Skills

Self-StarterInitiativeIndependent WorkTask PrioritizationClient Relationship Management

Industry Keywords

Bank Secrecy ActRegulation CCRegulation EBank SecurityCompliance Training

About the role

Key responsibilities & impact

Provide administrative and operational support for one or more Financial Advisors
Serve as a liaison between Financial Advisors and clients
Answer incoming calls, organize filing systems, coordinate schedules, and prepare correspondence and documents
Send requested and required forms to clients
Assist Financial Advisors with client support and time management
Process confidential information
Open, maintain, and service client accounts
Follow up on missing paperwork
Process new accounts and files
Perform daily business processing, including department mail and processing checks and securities
Maintain client and mailing databases
Update Financial Advisors’ calendars
Research and resolve client problems
Provide quote information and mutual fund trade entry
Accept unsolicited mutual fund and money market investment direction from clients
Coordinate and assist with client events through marketing, mailing, follow-up, and on-site event assistance
Work with operations on account maintenance and client instructions
Complete department projects
Maintain the client scanning system
Balance settlement accounts and review trade blotters
Review and notify Financial Advisors of new referrals
Keep current with regulation changes
Coach, mentor, or train others and teach coursework as a subject matter expert when asked
Foster Columbia’s corporate culture and support its vision to become “Business Bank of Choice”
Perform other duties as assigned

Requirements

What you’ll need

3 years of experience as an assistant in the financial services industry or a related field (Required)
Subject matter expert in investment concepts and terminology, including investment vehicles, transaction types, and securities clearing systems
Highly proficient with Microsoft Office Suite
Self-starter with initiative
Able to work independently or with limited supervision while working closely with clients and Financial Advisors
Able to prioritize and effectively manage multiple tasks at once
Strong data entry, reading, and comprehension skills
Ability to process confidential work
Ability to work fully onsite at posted location(s)
Compliance with bank regulations, policies, procedures, and required annual or job-specific training
Working knowledge of Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations

Benefits

Comp & perks

Comprehensive healthcare coverage (medical, dental, and vision plans)
401(k)-retirement savings plan with employer match for qualifying associate contributions
Employee assistance program
Life insurance
Disability insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Access to an online discount marketplace
Paid vacation, sick days, volunteer days, and holidays
Benefit eligibility begins the first day of the month following the date of hire for associates regularly scheduled to work at least thirty hours weekly
The role may be eligible for performance-based incentive compensation