Financial Services Administrator

The purpose of this job is to provide support of the daily activities of the President of Financial Services through a variety of administrative, marketing and compliance functions. This position will serve as administrative liaison to those in and outside of the company, particularly with customers of the Financial Services department.

Responsibilities:

• Coordinate/Organize/Manage President’s office including calendars, appointments, correspondence, and travel.
• Service the President’s book of business
• Create documents and presentation packages for the President’s clients and prospects.
• Create reports and presentation packages that will be used to communicate department goals, plans, and accomplishments to Senior Management and to Compliance & Risk Management committees.
• Serve as a Liaison between the President and Financial Advisors.
• Coordinate the firm’s Marketing efforts with LPL’s Marketing and Regulatory Review team along with Trustmark’s Marketing department to ensure proper regulatory compliance.
• Develops, implements, and monitors special projects focused on achieving Financial Services’ goals.
• In the absence of the Financial Services Operations Manager, serves as backup to produce month end compensation reports and resolve client service issues.
• Assist with a broad range of administrative functions that support Financial Services activities such as Sales Assistant back up, general Financial Advisor support, program referral management.
• Perform additional duties as assigned.

• Must have experience in working with top-level executives in high stress/fast paced environment
• Must have a minimum of five years of experience in a related business position
• Knowledge of products and services offered by the securities industry
• Knowledge of Financial Service Compliance Requirements
• Interpersonal skills including diplomacy, tact and persistence
• Ability to provide excellent internal and external customer service
• Must be organized, able to prioritize, multi-task and manage time efficiently
• Rely on experience and judgment to plan and accomplish goals
• Must have excellent communication skills (oral and written)
• Must maintain the utmost confidentiality and professionalism
• Must be proficient in the use of software programs, such as Microsoft Office Suite
• Securities industry licensing SIE, Series 7, 63 & 65 or 66 preferred

Physical Requirements /

Working Conditions:

Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Note:

This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations.

Come onboard and join our team!

Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment.

Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:

• Verification of employment, education and other data provided by you on your employment application
• Verification of eligibility to work in the US
• Criminal background check
• Credit check (required for certain positions)
• Fingerprinting (required for certain positions)