What is the Mutual Funds Sales Assistant’s role?
The Sales Assistant’s job is to help either an advisor or more typically a small number of advisors. The typical career progression for the Sales Assistant is to eventually become an Associate Advisor.
What are the responsibilities of this role?
- Taking client calls
- Writing up order tickets
- Processing the paperwork for opening and closing accounts
- Recording a client’s purchases and sales
- Informing clients of changes to their accounts
What are the alternate names for this role?
Bond/Stock Deliveries Clerk, Receipts Clerk, the Bond/Stock Cage Clerk, the Vault Clerk
What is the earning potential for this role?
$35,000-$50,000/year
Avg Salaries from Canadian job sites
What are the recommended credentials and courses?
Below are the courses and credentials recommended for this career.
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