Job Role Description

Accounting > Investment Assistant

Salary National Average

Low Medium High
54270.0000 72380.0000 100220.0000

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Candidate Supply: 70 Job Openings: 34

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Short Description:

Resolve and respond to account-related client inquiries. Handle client service questions working with highly-sensitive material. Identify and take advantage of cross-selling opportunities and communication leads, answer and direct phone calls and maintain calendar as required.

Duties / 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.
  • Prepare forms or agreements to complete sales.
  • Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  • Review business trends to advise customers regarding expected fluctuations.
  • Make presentations on financial services to groups to attract new clients.
  • Evaluate costs and revenue of agreements to determine continued profitability.

Skills / Requirements / Qualifications

  • Active Listening: Giving full attention to what other people are saying, taking time to understand the points made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Economics and Accounting: Knowledge of economic and accounting principles, practices, financial markets, banking, and the analysis and reporting of financial data.
  • Law and Government: Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process
  • Mathematics: Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications
  • Complex Problem Solving: Identifying complex problems and reviewing related information.

Job Zones

  • Education: Most of these occupations require a four-year bachelor's degree, but some do not.
  • Related Experience: A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. 
  • Job Training: Employees in these occupations usually need several years of work-related experience, on-the-job training, or vocational training.
  • Job Zone Examples: Many of these occupations involve coordinating, supervising, managing, or training others.
  • Specific Vocational Preparation in years: (7.0 to < 8.0)

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