Financial Service Sales Assistant

Columbia Bank

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

Posted 10/28/2026full-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 providing administrative and operational support within the financial services industry, including client account management, compliance knowledge, and effective communication with Financial Advisors and clients.

Highest-signal resume keywords

Financial Services ExperienceInvestment Concepts ExpertiseMicrosoft Office Suite ProficiencyData Entry SkillsClient Account Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Account ManagementData EntryInvestment ConceptsSecurities Clearing SystemsConfidential Information ProcessingDocument PreparationScheduling CoordinationMail ProcessingTrade EntryDatabase Maintenance

Soft Skills

Self-StarterInitiativeIndependent WorkTask PrioritizationProblem Resolution

Industry Keywords

Financial AdvisorsClient SupportCompliance KnowledgeBank RegulationsInvestment VehiclesTransaction TypesClient Events CoordinationCorporate CultureTraining and MentoringConfidential Work

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 forms to clients as requested and required
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
Process department mail, 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, including marketing, mailing, follow-up, and event-day support
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
Maintain compliance knowledge and complete required training
May coach, mentor, or train others and teach coursework as a subject matter expert
Foster Columbia’s corporate culture and perform other assigned duties

Requirements

What you’ll need

3 years of experience as an assistant in the financial services industry or a related field (Required)
Subject matter expertise 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
Must be able to work fully onsite at a posted location
Must comply with bank regulations, policies, procedures, and required training

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
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
Performance-based incentive compensation may be available