Website Michigan Staffing

For consideration please send resume to vicky@aspen-search

Direct Hire with salary and AMAZING benefits, bonuses, and company culture!

Location:  Grand Rapids, MI

Hours:  Monday – Friday, 8 am-5 pm


They are currently seeking a Sales Assistant for a growing financial investment company.   Our client has been in business for over 35 years and has helped thousands of people realize their hopes and dreams by providing personalized financial and retirement planning strategies and complete investment services. They seek an individual with stellar administrative and customer service skills, attention to detail, and the ability to multitask. Training provided.   If you are looking for a company that genuinely values and cares for its employees, look no further!


Miscellaneous Tasks:

w  Answer Phones

w  Schedule Meetings

w  Prepare Forms via DocuSign, submit manual forms via Secure Email or Mail

w  Communicate with sales reps via email and service memos.

w  Perform miscellaneous clerical functions for sales Reps.

w  Build new client households in Salesforce,

w  This includes keyword and quick reference data posted to the dashboard.

w  All documents are scanned, indexed & attached to a workflow in the client’s HH.

w  Activities are created, for reference, for tracking non-transaction related items.

w  Alerts are created for death cases, fraud, elder abuse, etc.


Process Daily Transactions:

w  Investments Received (Checks/Wires/ACH in)

w  Lump Sum, 401k, IRA Transfers, Contributions to IRA, SIMPLE, SEP or ROTH Taxable Accounts (Trusts, UTMAs, Individual, Transfer on Death) Handle client calls for account balance information, forms, withdrawals, etc.

w  Process death case documents required to transfer to beneficiaries.


w  Withdrawals

w  Processed via TD VEO, Outside Mutual Fund (AMF), Distribution form, verbal request, etc. For both qualified/non-qualified accounts.

w  One-time withdrawals

w  Systematic Monthly, Quarterly, and Annual Withdrawals


w  Various Requests received by Mail.

w  Regulatory / Legal/TD RIA – Forward to Compliance Dept

w  IRA Transfer Forms (In or Out)

w  Address Changes / Zip Code Changes / Area Code Changes

w  Beneficiary Changes

w  Trust Documents, Divorce Decree, QDRO, Death Certificates, Marriage Certificates, POAs, etc.


w  Required Minimum Distributions

w  Track via Salesforce RMD Manager

w  Update RMD Manager with new RMDs for IRAs and IRAs.

w, Review annually to make sure all RMDs have been satisfied.


w  Workflows are created for all transactions in Salesforce.

w  Investments, Withdrawals, Transfers. Etc.

w  Address Changes / Area Code Changes / Zip Code Changes / Address #2

w  Portfolio Review Dates / RMD Report Dates

w  Beneficiary Changes.

To apply for this job please visit

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