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Administrative Sales Support at David Lerner Associates
TOL, NJ 08648, USA - Full Time
Skills Needed
Time Management, 63 Licenses
Qualification
Graduate
AWS Data Engineer - W2 Only at ZAPNIX LLC
San Francisco, CA 94103, USA - Full Time
Skills Needed
Collaboration, Data Quality, Airflow, System Monitoring, Design, Data Solutions, Storage Solutions, Reliability
Qualification
Graduate
Inspector - Fabrication/Assembly at Spirit AeroSystems
Wichita, Kansas, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Junior Production assistant at Recra Consulting
Wrexham, Wales, United Kingdom - Full Time
Skills Needed
Analytical Skills, Control Software, Hygiene, Continuous Improvement, Food Safety, Reporting, Data Analysis
Qualification
Graduate
Assistent Controller at Textaafoam
5026 Tilburg, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Promotions Associate at Canadian Tire
Powell River, BC V8A 3B5, Canada - Full Time
Skills Needed
Instructions
Qualification
Graduate
Join Our Team at Mon Couer Bakery! at Mon Couer Bakery
Findlay, OH 45840, USA - Full Time
Skills Needed
Cash Handling, Food Preparation, Customer Service Skills, Quick Service
Qualification
Graduate
Bevlogen Kook gek at Restaurant en Brouwerij Brasser
3701 Zeist, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Lead Fabricator at Sierra Pacific Industries
Eugene, OR 97402, USA - Full Time
Skills Needed
Welding
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Pulmonary Treatment Specialist (New Oppurtunity RN/LPN) at The Pearl of St Charles
Saint Charles, IL 60174, USA - Full Time
Skills Needed
Respiratory Therapy, Communication Skills
Qualification
Graduate
Utility Engineer at Grand Hyatt Tampa Bay
Tampa, FL 33607, USA - Full Time
Skills Needed
Drywall, Health Insurance, Power Tools, Hand Tools, Color, Consideration, Dental Insurance, Communication Skills, Life Insurance, Customer Service, Vision Insurance, Painting
Qualification
Graduate
Reconciliation Lead at Omnicell
Fort Worth, TX 76137, USA - Full Time
Skills Needed
Stressful Situations, Ged, Communication Skills, Office Automation, Business Process, Excel
Qualification
Diploma
Experience Required
Minimum 1 year(s)
Housekeeping medewerker at Boshotel Overberg Utrechtse heuvelrug
3959 Overberg, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Product Manager Venous Access Management Solutions (m/f/d) - Hybrid at BD
Heidelberg, , Germany - Full Time
Skills Needed
Multi Cultural Environment, Analytical Skills, English, Teams, Interpersonal Skills, Tactical Planning, Scopes
Qualification
MDS
Experience Required
Minimum 3 year(s)
Steel Production Worker at Salit Steel
Welland, ON, Canada - Full Time
Skills Needed
Accountability, Gloves
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Domestic Electrician at SheaWorks LTD
Harlow CM20 2EU, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Mobile Service Technician - Pressure Washers at JH Donnelly Ltd
Summerhill, County Meath, Ireland - Full Time
Skills Needed
Record Keeping, Customer Service Skills
Qualification
Graduate
Staplerfahrer (m/w/d) at ALPHA STAFF GmbH
Grevenbroich, , Germany - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Recruiter - Sales - Contract at DataDog
Boston, MA 02110, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Senior Technical Operations Manager, Account Ops at Commure
Mountain View, CA 94043, USA - Full Time
Skills Needed
Optimization, Ease, Continuous Improvement, Scalable Architecture, Python, Metrics, Key Metrics, Project Management Skills, Web, Operations
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Administrative Sales Support at David Lerner Associates
TOL, NJ 08648, USA -
Full Time

Start Date

Immediate

Expiry Date

15 Nov, 25

Salary

45000.0

Posted On

15 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Time Management, 63 Licenses

Industry

Financial Services

Description

David Lerner Associates, a leading investment firm for nearly 50 years, is recruiting for a full-time Sales Assistant (registered or unregistered) with insurance support responsibilities for our Lawrenceville, NJ branch office. If you have a desire to be part of a successful organization, enjoy working in a support role, and are eager to learn about the financial services industry, this position may be for you.

POSITION OVERVIEW

This role provides professional administrative, customer service, and marketing support to our Investment Counselors and their clients, and also acts as liaison between the Branch and our Insurance department, assisting with life insurance and annuities processing.
Our ideal candidate will have a strong background in administrative support, be comfortable using Microsoft Office Suite (especially Word and Outlook), and demonstrate exceptional organizational and interpersonal skills.

QUALIFICATIONS

  • Current Series 7 and 63 licenses OR willingness to pass these exams within the first 5 months of employment.
  • Strong administrative and organizational skills.
  • Proficiency in Microsoft Office Suite.
  • Exceptional time management and multitasking ability in a fast-paced environment.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities
  • Answer phones and provide exceptional customer service to investors.
  • Work collaboratively with assigned Investment Counselors, assisting with trade entries, verifying activity, and troubleshooting issues.
  • Process new account paperwork (e.g., Suitability Profiles, ACATS, IRA forms).
  • Prepare income planners and assist with seminar preparations, including occasional evening events.
  • Serve as a liaison between clients, Investment Counselors, and Operations.
  • Handle client inquiries promptly and professionally.
  • Assist with receiving and processing life, health, and annuity applications.
  • Perform routine follow-ups on pending cases and monitor policy delivery status.
  • Maintain adequate quantities of insurance materials and support branch prospecting events.
  • Provide administrative support to branch management as needed.
Administrative Sales Support at David Lerner Associates
TOL, NJ 08648, USA - Full Time
Skills Needed
Time Management, 63 Licenses
Qualification
Graduate
AWS Data Engineer - W2 Only at ZAPNIX LLC
San Francisco, CA 94103, USA - Full Time
Skills Needed
Collaboration, Data Quality, Airflow, System Monitoring, Design, Data Solutions, Storage Solutions, Reliability
Qualification
Graduate
Inspector - Fabrication/Assembly at Spirit AeroSystems
Wichita, Kansas, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Junior Production assistant at Recra Consulting
Wrexham, Wales, United Kingdom - Full Time
Skills Needed
Analytical Skills, Control Software, Hygiene, Continuous Improvement, Food Safety, Reporting, Data Analysis
Qualification
Graduate
Assistent Controller at Textaafoam
5026 Tilburg, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Promotions Associate at Canadian Tire
Powell River, BC V8A 3B5, Canada - Full Time
Skills Needed
Instructions
Qualification
Graduate
Join Our Team at Mon Couer Bakery! at Mon Couer Bakery
Findlay, OH 45840, USA - Full Time
Skills Needed
Cash Handling, Food Preparation, Customer Service Skills, Quick Service
Qualification
Graduate
Bevlogen Kook gek at Restaurant en Brouwerij Brasser
3701 Zeist, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Lead Fabricator at Sierra Pacific Industries
Eugene, OR 97402, USA - Full Time
Skills Needed
Welding
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Pulmonary Treatment Specialist (New Oppurtunity RN/LPN) at The Pearl of St Charles
Saint Charles, IL 60174, USA - Full Time
Skills Needed
Respiratory Therapy, Communication Skills
Qualification
Graduate
Utility Engineer at Grand Hyatt Tampa Bay
Tampa, FL 33607, USA - Full Time
Skills Needed
Drywall, Health Insurance, Power Tools, Hand Tools, Color, Consideration, Dental Insurance, Communication Skills, Life Insurance, Customer Service, Vision Insurance, Painting
Qualification
Graduate
Reconciliation Lead at Omnicell
Fort Worth, TX 76137, USA - Full Time
Skills Needed
Stressful Situations, Ged, Communication Skills, Office Automation, Business Process, Excel
Qualification
Diploma
Experience Required
Minimum 1 year(s)
Housekeeping medewerker at Boshotel Overberg Utrechtse heuvelrug
3959 Overberg, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Product Manager Venous Access Management Solutions (m/f/d) - Hybrid at BD
Heidelberg, , Germany - Full Time
Skills Needed
Multi Cultural Environment, Analytical Skills, English, Teams, Interpersonal Skills, Tactical Planning, Scopes
Qualification
MDS
Experience Required
Minimum 3 year(s)
Steel Production Worker at Salit Steel
Welland, ON, Canada - Full Time
Skills Needed
Accountability, Gloves
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Domestic Electrician at SheaWorks LTD
Harlow CM20 2EU, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Mobile Service Technician - Pressure Washers at JH Donnelly Ltd
Summerhill, County Meath, Ireland - Full Time
Skills Needed
Record Keeping, Customer Service Skills
Qualification
Graduate
Staplerfahrer (m/w/d) at ALPHA STAFF GmbH
Grevenbroich, , Germany - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Recruiter - Sales - Contract at DataDog
Boston, MA 02110, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Senior Technical Operations Manager, Account Ops at Commure
Mountain View, CA 94043, USA - Full Time
Skills Needed
Optimization, Ease, Continuous Improvement, Scalable Architecture, Python, Metrics, Key Metrics, Project Management Skills, Web, Operations
Qualification
Graduate
Experience Required
Minimum 5 year(s)