Colliers

Sales Assistant

Fargo, North Dakota, United States of America · Full-time

Sponsorship not specified$31k-$36kDetected 2 days ago

ComplianceSalesforceCRMBusiness DevelopmentCommunicationCollaborationProblem SolvingTime ManagementOrganizational SkillsMicrosoft Office

About the role

At Colliers it's not our success that sets us apart, it's how we achieve it.
Our people are passionate, take ownership and always do what's right for our clients, people and communities.
Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career.

Support financial advisors with day-to-day operations, scheduling, client communications, and account servicing
Coordinate client meetings, prepare presentation materials, and maintain accurate meeting notes
Support business development efforts through exceptional client service and proactive follow-up
This role combines administrative support, client relationship management, and licensed securities activities.
Maintain client records in accordance with firm, regulatory, and privacy requirements
Ensure timely completion of compliance requirements and maintain a thorough understanding of industry regulations
Make your next move an expert one and join us as we lead the industry into the future.

Ability to obtain or maintain any required North Dakota insurance licensing if applicable
Minimum of 2 years of experience in a financial advisory, brokerage, banking, or wealth management environment
Strong knowledge of brokerage operations, securities regulations, and client service practices
The ideal candidate is highly organized, professional, and committed to providing an outstanding client experience.

Experience supporting one or more financial advisors
Familiarity with brokerage and CRM platforms such as Fidelity, Wealthscape, and Salesforce
Client Relationship Management
Financial Services Operations
Securities Processing
Regulatory Compliance
Team Collaboration
Written and Verbal Communication

$31.25 - $36.06 (~$65,000 - $75,000 annualized)
Our compensation ranges are determined by role, level, and location.
Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.

We offer a comprehensive benefits package for employees and their families including medical and dental plan
firm funded life and disability insurance.
Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.

We are seeking a detail-oriented, client-focused Registered Sales Assistant to support our financial advisors in delivering exceptional service to clients while maintaining regulatory compliance and operational excellence.

If you are a qualified applicant who requires reasonable accommodation to complete a job application, pre-employment testing, a job interview or to otherwise participate in the hiring process, please contact accommodations@colliers.com

This listing is sourced directly from Colliers's careers page and normalized into a canonical job model.