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Registered sales assistant skills for your resume and career

Updated January 8, 2025
3 min read
Below we've compiled a list of the most critical registered sales assistant skills. We ranked the top skills for registered sales assistants based on the percentage of resumes they appeared on. For example, 19.8% of registered sales assistant resumes contained customer service as a skill. Continue reading to find out what skills a registered sales assistant needs to be successful in the workplace.

15 registered sales assistant skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how registered sales assistants use customer service:
  • Provided top quality customer service and assisted customers in finding products and answering questions.
  • Memorized intricate coding system to find products quickly and deliver better customer service.

2. Securities

Here's how registered sales assistants use securities:
  • Performed wide range of administrative functions for a company specialized in Personal Financial Planning, Portfolio Construction and Retail Securities Investment.
  • Assisted five top-producing sales professionals with trading and transaction-related matters at leading investment banking and securities trading firm.

3. Client Accounts

Here's how registered sales assistants use client accounts:
  • Opened institutional, complex Latin American client accounts, gathered proper documentation; translated and analyzed legal documentation.
  • Maintained client accounts in cooperation with external industry partners.

4. Client Service

Here's how registered sales assistants use client service:
  • Sustained broker productivity and provided comprehensive client service during broker's extended absence.
  • Prepared and processed documentation for new accounts and researched/resolved client service problems.

5. FINRA

Here's how registered sales assistants use finra:
  • Reviewed/approved: new business/transactions for completeness and suitability; incoming/outgoing correspondence for compliance; advertising/sales literature for FINRA standards.
  • Prioritized and executed multiple objectives, projects, or tasks simultaneously while adhering to the firm and FINRA policies and objectives.

6. Travel Arrangements

Here's how registered sales assistants use travel arrangements:
  • Coordinated calendars and travel arrangements.
  • Communicated with tourists to arrange specific international and domestic travel arrangements, coordinated emergency cases and did follow-up services.

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7. Account Maintenance

Account maintenance is a practice in accounting that ensures that all transactions and accounting records are per the general principles of accounting and applicable laws. The accounts should be maintained enough to permit the annual audit and clear the inspection of financial statements.

Here's how registered sales assistants use account maintenance:
  • Process trade requests and administrative account maintenance for clients
  • Provided account maintenance, and monitored daily sales activity to ensure trades were matched correctly.

8. Sales Assistants

Here's how registered sales assistants use sales assistants:
  • Developed Sales Assistant Training Manual and implemented that training program that resulted in higher efficiency by sales assistants.
  • Trained all new sales assistants and developed processes that improved time performing day to day administrative functions.

9. Sales Support

Sales support refers to a variety of functions that help sales reps focus on selling and closing deals. Sales support performs a variety of tasks that result in faster sales cycles, lower costs, and higher revenue. Sales support tasks include interviewing and tracking sales leads, matching offers to sales packages, monitoring sales and sales team performance, collecting sales data, providing training and customer service, and managing customers.

Here's how registered sales assistants use sales support:
  • Provided dedicated sales support under the direction of a financial consultant to address accurate account management and revenue generation.
  • Provided Financial Consultants with administrative, operational, compliance, and sales support

10. Morningstar

Here's how registered sales assistants use morningstar:
  • Utilized various research tools including MorningStar.
  • Conducted security research; inspected and collected data from Morningstar and internet resources.

11. Administrative Tasks

Here's how registered sales assistants use administrative tasks:
  • Generated gain/loss statements for clients and other administrative tasks.
  • Perform other daily administrative tasks such as mailings and setting appointments.

12. Account Transfers

Here's how registered sales assistants use account transfers:
  • Prepare all new business and process all paperwork including new business set up and account transfers.
  • Monitored Account Transfers, IRA Distributions, and Systematic Withdrawal Plans for Advisory and Brokerage Accounts.

13. Client Relationships

Here's how registered sales assistants use client relationships:
  • Reviewed and maintained technology platforms and investment portfolio software to increase office productivity and improve client relationships with accurate consolidated reporting.
  • Opened accounts, processed transactions and quickly resolved errors, resulting in improved client relationships and ultimately improved business.

14. Financial Consultants

Here's how registered sales assistants use financial consultants:
  • Assisted financial consultants in new business development, client appreciation initiations and in process review of existing relationships.
  • Worked with Manager and other Financial Consultants opening and maintaining customer accounts.

15. Brokerage Accounts

Here's how registered sales assistants use brokerage accounts:
  • Assisted a representative with annuities, life insurance, IAR products, and mutual funds within and outside of brokerage accounts.
  • Assisted partnership group in managing brokerage accounts (assets totaling over $1 billion).
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List of registered sales assistant skills to add to your resume

The most important skills for a registered sales assistant resume and required skills for a registered sales assistant to have include:

  • Customer Service
  • Securities
  • Client Accounts
  • Client Service
  • FINRA
  • Travel Arrangements
  • Account Maintenance
  • Sales Assistants
  • Sales Support
  • Morningstar
  • Administrative Tasks
  • Account Transfers
  • Client Relationships
  • Financial Consultants
  • Brokerage Accounts
  • Trade Orders
  • Client Inquiries
  • Wealth Management
  • Food Orders
  • Life Insurance
  • Sales Floor
  • Customer Accounts
  • NASD
  • Account Opening
  • Expense Reports
  • Annuities
  • Operational Support
  • Customer Inquiries
  • Equities
  • Client Orders
  • Wire Transfers
  • PowerPoint
  • Credit Transactions
  • Bloomberg
  • Investment Products
  • Client Issues
  • Financial Reports
  • Acat
  • Client Portfolios
  • Mass Mailings
  • Institutional Clients
  • Client Reports
  • Building Exteriors
  • Client Presentations
  • Institutional Accounts
  • Financial Institutions
  • NYSE

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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