Overview:
Provide administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region.
Primary Responsibilities:
- Actively support maintenance of customer relationships by providing administrative support to include receives/returns customer calls from existing or prospective clients to support follow-up activities with required servicing.
- Support sales process by participating in preparing, planning and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes.
- Assist in gathering or preparing sales materials in preparation for sales meetings. Coordinate and arrange meetings and appointments to maintain business calendars of events for the sales force in the associated branch and/or region.
- Coordinate travel arrangements, sales meetings, training activities and events and customer seminars.
- Assist in reviewing and processing paperwork sent to the home office.
- May assist in processing trades on appropriate system following appointments.
- Maintain regular sales reporting to keep sales force updated on regional activity (i.e. updates sales and referral activity.)
- Support the audit and compliance process and associated activities.
- Support the sales force by facilitating the ordering and processing of business cards, name plates and computer access.
- Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
- Promote an environment that supports diversity and reflects the M&T Bank brand.
- Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Complete other related duties as assigned.
Scope of Responsibilities:
This position works under direct supervision. This position requires interaction with internal and external contacts to obtain pertinent information.
Education and Experience Required:
Associate’s degree, or in lieu of a degree, a combined minimum of 2 years’ higher education and/or work experience
Education and Experience Preferred:
Minimum of 1 years’ sales and/or sales administration experience
FINRA Series 99 license
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.70 - $32.32 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
LocationGeorgetown, Delaware, United States of America
What We Do
Waste Connections, Inc. is an integrated solid waste services company that provides waste collection, transfer, disposal and recycling services in mostly exclusive and secondary markets in the U.S. and Canada. Through its R360 Environmental Solutions subsidiary, the Company is also a leading provider of non-hazardous oilfield waste treatment, recovery and disposal services in several of the most active natural resource producing areas in the United States, including the Permian, Bakken and Eagle Ford Basins. Waste Connections serves more than six million residential, commercial, industrial, and exploration and production customers from a network of operations in 39 states, six provinces and the District of Columbia. The Company also provides intermodal services for the movement of cargo and solid waste containers in the Pacific Northwest.
Our corporate strategy targets secondary and suburban markets that have strong demographic growth trends and where competitive barriers to entry can be developed. We seek to avoid highly competitive, large urban markets and target markets where we can provide either non-integrated or integrated solid waste services under exclusive arrangements, or markets where we can be integrated and attain high market share. We are a leading provider of solid waste services in most of our markets, and approximately 50% of our revenues are derived from market areas where we have franchise or exclusive rights to provide our waste services.
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