Hybrid Financial Services Sales Assistant
Listed on 2026-10-17
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Finance & Banking
Business Administration, Office Administrator/ Coordinator, Banking & Finance -
Sales
Business Administration, Office Administrator/ Coordinator, Banking & Finance
Canvas is seeking a Sales Assistant to support CBSI Associate Financial Advisors and lead marketing efforts for the CBSI Financial Services program. You will manage back-office operations and advise clients while driving efficiency.
Responsibilities include handling trade orders, processing annuity and life product paperwork, and supporting advisors with paperwork and client interactions. A strong emphasis on compliance and customer service is required.
We would love to welcome a new Hybrid Financial Services Sales Assistant to our organisation in Lone Tree, CO, United States.
The advertised compensation is 60.000 - 65.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Hybrid Financial Services Sales Assistant role in the description above.
We appreciate your interest in this position.
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