Financial Services Administrative Assistant

Financial Services Administrative Assistant SWBC (Southwest Business Corporation) is consistently recognized as one of the premier employers in San Antonio and has an immediate opening in our Human Resources Department for an experienced Human Resources Generalist. Based on our continuing growth at our corporate headquarters, this is an exciting opportunity for the right individual to join an energetic and seasoned team to support our new state of the art customer contact center here in San Antonio. SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses and consumers. SWBC has over 670 employees, with offices in 22 states, and annual revenues of more than $100 million. SWBC has also been recognized annually as one of the Top Ten Best Places to Work in San Antonio.Position Responsibilities:
• Administers the development and preparation of proposals and presentations to attract and retain financial institutions, to include completion and coordination of Requests for Proposal (RFP’s) and marketing and sales presentations. •Plans and coordinates various quarterly and annual sales events, to include determining site locations, arranging speakers, selecting vendors, meeting sponsor requirements, notifying participants and division management while adhering to the allotted budget. •Administers the development and maintenance of systems to track proposals, contract negotiations, contract files and related agreements associated with implementing programs in a new financial institution. • Organizes and implements various training sessions for representatives and new hires and maintains and communicates revisions to the training manuals and policy and procedure manuals for both Southwest Business Corporation (SWBC) and Financial Network (FNIC). • Coordinates with various FNIC Departments relating to Regional Director’s tasks, responsibilities and reporting requirements. • Provides administrative support to the executive staff in making travel arrangements and managing the daily calendar, which may involve setting up conference calls, scheduling appointments, and managing communiqués among the division managers. • Develops and maintains various sales management reports and databases to include contact list, sales representatives data sheet and vendor relationship database. • Oversees the process of resolving special commission discrepancies ensuring commissions are properly calculated and conducting periodic report audits. • Coordinates requirements for new branch office openings to include ordering of forms, marketing posters, announcements, signs and disclaimer notices, to include SIPC signs.
REQUIREMENTS
Minimum Requirements:
• Must have some college course work in Business, Finance, Marketing, or related field. • Must have at least 3-5 year’s experience in investment and/or financial service related duties. • Marketing experience including event-planning duties preferred. • Must have knowledge of MS Office products and basic office equipment to include copier, fax and telephone. • Must have excellent communication (both written and verbal), analytical, and organization skills. • Must have a working knowledge of securities and investments. • SWBC is a Substance-Free Workplace and requires pre-employment drug testing. • Please note, SWBC does not hire tobacco users. SWBC’s compensation package is competitive and includes the following employee benefits: 401(k), paid medical/dental health premiums for employees, Life, Long Term Disability, and Accidental Death and Dismemberment insurance policies. SWBC also provides opportunities for professional growth. To learn more about SWBC, visit our website at www.SWBC.com. If interested, please e-mail your resume through CareerBuilder or apply on-line through our website listed above. Only those candidates who meet the minimum requirements need apply.