Job Description
Job DescriptionDescription:
Community. Security. Trust. This is the foundation on which Bluestone Bank is built. We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions. Whether our customer’s unique needs include finding a safe place to grow their savings, financing their next home, protecting their future, or building their business, we are here to help them reach their goals. Let’s get there, together!
In addition to being a great place to bank, Bluestone Bank is a great place to work! Named by the Boston Business Journal as a Best Places to Work in 2025, you are joining a team that cares about your career success and will also receive:
- A competitive salary with performance-based incentives.
- Comprehensive medical with deductible reimbursement, dental, and vision coverage.
- An employer matching 401k plan.
- Training and professional development opportunities, including tuition reimbursement.
- Work life balance with paid time off, paid volunteer hours, and 11 paid holidays.
The Sales Assistant performs administrative assistance to the Retail Investments and Insurance Team by providing timely and superior quality service to the team and their clients. The successful candidate will also have the opportunity to attain Series 6 and 63 licenses and ALH Insurance license within two years (preferred) for opportunity as a junior broker.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Processes all new account paperwork to include creating client files, ensuring paperwork is accurate and completely signed, providing client with copies of all documents, sending originals to specific investment company, overnighting funds to investment company, and confirming all trades.
- Schedules client review and bank staff referral meetings.
- Assists Investment Executives in preparing for meetings by confirming appointment day prior to meeting, pulling client files for Investment Executive review and running performance reports.
- Maintains positive customer relations through sending holiday cards, tracking clients’ birthdays, and sending any required correspondence.
- Works with Investment Executive to implement Marketing plan. Coordinate mailings with bank’s Marketing department and maintain current marketing literature.
- Coordinates regularly scheduled seminars. Prepare invite list and log RSVP’s, assist speaker with presentation needs, confirm attendance the day prior to the event, reserve room and order refreshments for the event, and assist in setting up room for events.
- Provides requested client service by assisting Investment Executive executing transactions and assisting clients’ interactions with investment companies.
- Completes and distributes internal reports. Monitors referrals in Sales Management (SM), ensures SM is updated by month-end, logs sales and reconciles monthly commission report from Osaic, maintains and submits Pipeline Report to Wealth Management monthly, and maintains and submits Retail Investment Deposit Report to Retail monthly.
- Prepares files and copies documents for audits and committee reports including annual NDIP Committee reports, and internal and broker dealer audits. Assists Investment Executives with quarterly broker dealer questionnaire.
- Provides various administrative duties to include answering Investment Executive telephone calls and forwarding messages promptly and monitoring Investment Executive e-mail to ensure timely responses.
- Other duties as assigned.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear, reach with hands and arms; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus.
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under federal, state, and local laws.
Requirements:
- Bachelor’s Degree in Business or a related field preferred. High School diploma required.
- Proficient in Microsoft Office and ability to learn Broker Dealer’s CRM system.
- Excellent communication skills, strong attention to detail, the ability to multi-task and ability to discuss complex matters with clients, business partners and prospects.
- Analytical math and bookkeeping skills.
- Ability to function independently and without supervision.
- Motivated to learn and grow with the Wealth Management Department.
- Attain Series 6 and 63 licenses and ALH Insurance license within two years preferred for opportunity as a junior broker.