Financial Services Sales Assistant

Columbia Bank

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

Posted 10/2/2026full-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 support to Financial Advisors. Proficient in managing client accounts, maintaining compliance with banking regulations, and effectively coordinating client interactions and events.

Highest-signal resume keywords

Investment Concepts ExpertiseMicrosoft Office Suite ProficiencySeries 7 LicenseClient Account ManagementCompliance with Bank Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryClient Account ProcessingDocument PreparationScheduling CoordinationConfidential Information ProcessingResearch and Problem ResolutionMutual Fund Trade EntryMail and Document ManagementClient Database MaintenanceEvent Coordination

Soft Skills

Self-StarterInitiativeIndependent WorkTask PrioritizationCoaching and Mentoring

Certifications & Qualifications

Series 7 License

Industry Keywords

Financial ServicesSecurities Clearing SystemsBank Secrecy ActRegulation CCRegulation EBank SecurityInvestment VehiclesTransaction TypesClient SupportOperational Support

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 their 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
Process department mail, checks, and securities
Maintain client and mailing databases
Update Financial Advisors’ calendars
Research and resolve client problems
Provide quote information and enter mutual fund trades
Accept unsolicited mutual fund and money market investment directions from clients
Coordinate and assist with client events through marketing, mailing, follow-up, and day-of-event support
Work with operations on account maintenance and client instructions
Complete department projects
Maintain the client scanning system and ensure records are accurate and complete
Balance settlement accounts and review trade blotters
Review and notify Financial Advisors of new referrals
Maintain compliance with bank regulations, policies, procedures, and required training
Coach, mentor, or train others and teach coursework as a subject matter expert when asked
Foster Columbia’s corporate culture and serve as a positive example
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 applicable bank regulations, policies, procedures, and required training
Working knowledge of Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations
Series 7 license required for employees entering equity trades

Benefits

Comp & perks

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
Paid sick days
Paid volunteer days
Paid holidays
Equal opportunity and affirmative action employment commitment
Accommodation support for application or interviews