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.

• 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.