Job Description Template for:

Investment Assistant

Years of experience: 1 - 2 years
Education:
  • Bachelor degree in Business Administration, Finance or other related field
Responsibilities:
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Contact prospective customers to present information and explain available services.
  • Sell services or equipment, such as trusts, investments, or check processing services.
  • Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  • Make presentations on financial services to groups to attract new clients.
  • Evaluate costs and revenue of agreements to determine continued profitability.
Required Skills & Qualifications:
  • Customer service oriented
  • Excellent communication skills


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