Financial Service Sales Assistant

Columbia Bank

Financial Services Sales Assistant responsible for supporting Financial Advisors and managing client communications. Involves administrative tasks, client management, and compliance with financial regulations.

Posted 7/30/2026full-timeSalem • Oregon, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $21 - $30 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, processing confidential information, and utilizing Microsoft Office Suite effectively.

Highest-signal resume keywords

3 Years Experience In Financial ServicesInvestment Concepts And Terminology ExpertiseMicrosoft Office Suite ProficiencyStrong Data Entry SkillsClient Account Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment VehiclesTransaction TypesSecurities Clearing SystemsData EntryDocument Preparation

Soft Skills

Self-StarterInitiativeIndependent WorkTask PrioritizationProblem Resolution

Tools & Technologies

Client Scanning SystemFiling SystemsMailing Database

Industry Keywords

Financial Advisor SupportClient Account MaintenanceConfidential Information Processing

About the role

Key responsibilities & impact

Provide administrative and operational support for one or more Financial Advisor(s)
Organize filing systems and coordinate schedules
Prepare correspondence and documents
Assist Financial Advisors with client support and time management
Process confidential information
Maintain and service client accounts
Follow up on missing paperwork and process new accounts
Maintain the client and mailing database
Update Financial Advisors’ calendars
Research and resolve problems for clients
Complete department projects and maintain the client scanning system

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

Benefits

Comp & perks

Comprehensive healthcare coverage (medical, dental, and vision plans)
401(k)-retirement savings plan with employer match
Employee assistance program
Life insurance
Disability insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Access to an online discount marketplace
Paid vacation, sick days, volunteer days, and holidays