Investment Services Coordinator
Job in
Ponte Vedra Beach, St. Johns County, Florida, 32082, USA
Listed on 2026-08-22
Listing for:
Truist
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Truist Financial Corporation is seeking a Sales Assistant to support Financial Advisors in Ponte Vedra Beach, FL. The role involves preparing financial plans, research, and client trades, while handling orders and market queries with professional communication.
Responsibilities include scheduling, Salesforce data entry, onboarding of new clients, and ensuring documentation accuracy. Licensing requirements include FINRA SIE/Series 7/66, with potential to obtain during employment.
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