Senior Affluent Market Sales Assistant

Administrative And Sales Support

Provides administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region. Actively supports 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. Supports 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. Assists in gathering or preparing sales materials in preparation for sales meetings. Coordinates and arranges meetings and appointments to maintain business calendars of events for the sales force in the associated branch/region. Coordinates travel arrangements, sales meetings, training activities/events and customer seminars. Assists in reviewing and processing paperwork sent to the home office. Enters trades accepted by the Financial Advisor on the appropriate system. Maintains regular sales reporting to keep sales force updated on regional activity (i.e. updates sales and referral activity). Supports the audit and compliance process and associated activities. Supports the sales force by facilitating the ordering and processing of business cards, name plates and computer access. Provides customer service assistance to clients including informing them of their account balances and positions. Assists clients in completing brokerage account documentation and Annuity/Insurance paperwork and obtaining and completing documentation to take withdrawals from their annuities. Discusses investments or investment products with clients. Provides clients with product specific brochures or prospectuses when requested by the client or Financial Advisor. Accepts orders for securities transactions directly from clients. Understands and adheres to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identifies risk-related issues needing escalation to management. Promotes an environment that supports belonging and reflects the M&T Bank brand. Maintains M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Completes other related duties as assigned.

Scope of Responsibilities:

Education and Experience Required: Associate's degree and a minimum of 1 years' sales and/or sales administrative experience, or in lieu of a degree, a combined minimum of 3 years' higher education and/or work experience, including a minimum of 1 years' sales and/or sales administrative experience FINRA 6 and/or 63 licenses State Life, Accident and Health (LAH) license.

Education and Experience Preferred: Minimum of 5 years' sales and/or sales administrative experience FINRA Series 7 and 99 licenses

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $28.84 - $48.06 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location: Bridgeport, Connecticut, United States of America

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.