Administrative Sales Assistant (FT)

Administrative Sales Assistant (FT)

Chicopee, MA

Job Title: Administrative Sales Assistant Department: Wealth Management Job Status: Full Time FLSA Status: Non-Exempt Grade: 7 …","html_description":"

Job Title: Administrative Sales Assistant

Department: Wealth Management

Job Status: Full Time

FLSA Status: Non-Exempt

Grade: 7

Amount of Travel: Some Travel

Reports To: VP, Wealth & Product Management

Positions Supervised: N/A

POSITION SUMMARY

Under the general direction of the VP, Wealth & Product Management, the Investment Sales Assistant performs all daily tasks required for transactions related to the investment of client accounts located with the broker/dealer. The investment sales assistant must adhere to regulatory compliance standards at all times.

ESSENTIAL FUNCTIONS

• Assists investment advisor representatives in processing and recording all transactions relating to client accounts on the Broker/Dealer operation system and in maintaining accurate reports on selected accounts not reported on the Broker/Dealer system.
• Initiates new account openings and prepares documents for signatures.
• Records product trade for investment advisor representatives' clients when needed.
• Assists with investment profiles and product placement process.
• Maintains files and prepares forms and records as required for client accounts.
• Maintains ongoing SEC/FINRA compliance standards by attending product educational and compliance meetings/seminars.
• Attends monthly departmental meetings and assists in coordinating client seminars and employee training.
• Provides bank-wide referral report to the payroll department for processing on quarterly basis.
• Prepares routine correspondence and is primary telephone liaison for incoming telephone communication to department officers and clients.
• Performs other clerical and investment-related functions as assigned.
• Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
• Must adhere to all bank and regulatory policies and procedures specific to position.
• Performs additional duties as requested

POSITION QUALIFICATIONS

Competencies

• Communication
• Customer Relations
• Dependability
• Ethics
• Job Knowledge
• Productivity & Time Management

Education/Experience/Skills & Abilities

• Bachelor's degree or equivalent and a minimum of two years of financial services experience.
• Excellent PC skills, including Microsoft Word Excel & Access.
• Ability to interact effectively with co-workers, clients and management.
• Must be detailed oriented and highly organized and possess excellent oral, written communication skills and analytical skills.
• Demonstrate confidentiality and discretion with respect to all clients and firm information.

PHYSICAL DEMANDS

Physical Demands

Lift/Carry

Stand Occasionally

10 lbs or less Frequently

Walk Occasionally

11 - 20 lbs Frequently

Sit Frequently

21 - 50 lbs Occasionally

Handling/Fingering Frequently

51 - 100 lbs Not Applicable

Reach Outward Frequently

Over 100 lbs Not Applicable

Reach Above Shoulder Occasionally

Push/Pull

Climb Occasionally

12 lbs or less Occasionally

Crawl Occasionally

13 - 25 lbs Occasionally

Squat or Kneel Occasionally

26 - 40lbs Occasionally

Bend Occasionally

41 - 100 lbs Occasionally

N (Not Applicable) Activity is not applicable to this occupation.

O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)

F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)

C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements

None

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

","url":"/job/1030169/administrative-sales-assistant-ft","joblink_url":"https://westfield-bank.checkwritersrecruit.com/job/1030169/administrative-sales-assistant-ft","posted_at":"2026-06-04T08:28:07-04:00","location":"Chicopee, MA","location_info":{"country":"US","address":"","city":"Chicopee","state":"MA","zipcode":""},"job_code":"1000916","category":null,"enable_application_address_completion?":true,"allow_job_board_applications":false,"collect_linkedin_profile?":true,"is_address_enabled?":true,"is_address_required?":true,"show_contact_preference?":true,"resume_upload_enabled?":true,"resume_upload_required?":true,"coverletter_upload_enabled?":false,"coverletter_upload_required?":false,"other_upload_enabled?":true,"referral_required?":true,"referral_options":["WB Employee","Facebook","Indeed","Friend/Colleague","Glassdoor.com","LinkedIn","MassLive","SimplyHired","ZipRecruiter","Other Website"],"disclosure_agreement":"

We are an Equal Opportunity Employer. We will consider applicants for this position without regard to any category protected by applicable federal, state or local law, including but not limited to: race, color, religion, sex, national origin, age, physical or mental disability, genetic information, veteran status or uniformed service member status.

I certify that the facts set forth in this employment application and attached application materials including but not limited to my resume, are complete, true and accurate to the best of my knowledge. I understand that any falsification, misrepresentation, or omission of any information may result in disqualification from consideration for this position or if hired, disciplinary action up to and including discharge.

I understand that as part of the hiring process and where permitted by federal, state, and; or local law the company may wish to obtain "consumer reports" as part of a background investigation. If applicable and permitted by law, I understand the company will provide me with separate written notification of this intent and I agree to complete any requisite authorization forms.

THIS COMPANY IS AN AT-WILL EMPLOYER AS ALLOWED BY APPLICABLE STATE LAW. IF HIRED, I UNDERSTAND THIS MEANS THAT EITHER THE COMPANY OR I MAY TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT NOTICE OR CAUSE. FURTHER, NO EMPLOYEE OR REPRESENTATIVE OF THE COMPANY IS AUTHORIZED TO ENTER INTO AN AGREEMENT, EXPRESS OR IMPLIED, WITH ME OR ANY OTHER APPLICANT FOR EMPLOYMENT FOR A SPECIFIED PERIOD OF TIME UNLESS SUCH AN AGREEMENT IS IN A WRITTEN CONTRACT SIGNED BY THE PRESIDENT OF THE COMPANY.

I authorize the company to confirm all statements in this application and; or on my resume as it relates to the position and to the extent permitted by applicable law. I hereby release the company and its authorized representatives to verify all information provided by me. I authorize any party contacted by this employer including persons, schools, organization or former employers to disclose such information from any liability, claims, charges or causes of action which may result of the delivery or disclosure of requested information.

I have read all of the information contained in this candidate profile.

","captcha_enabled?":false,"remote":false,"max_salary":{"amount":"30.83","currency":"USD"},"min_salary":{"amount":"20.55","currency":"USD"},"pay_frequency":"hourly","show_remote_in_location":true,"hidden?":false,"questions":[{"table":{"id":8330287,"option_type":"yes-no","question":"Are you legally authorized to work in the United States without sponsorship?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8330288,"option_type":"yes-no","question":"Are you at least 18 years of age or older?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8330289,"option_type":"yes-no","question":"As a condition of employment, are you willing to submit to a background check and credit check? Please note, a history of collections charge offs or bankruptcy may hinder the ability to move forward with your application. ","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8330290,"option_type":"multiple-choice","question":"If offered employment with our company, how much notice do you need to provide your current employer?","required?":true,"flags":null,"options":["Available Immediately","1 week","2 weeks","More than 2 weeks"]}},{"table":{"id":8330291,"option_type":"multiple-choice","question":"Select the answer that describes the best time that we can reach you?","required?":true,"flags":null,"options":["Mornings before noon","Afternoons between 12-5pm","Weekends","Anytime"]}},{"table":{"id":8330292,"option_type":"yes-no","question":"Have you applied for a position previously with Westfield Bank?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8330293,"option_type":"essay","question":"If you were referred by a current WB Employee, what is the name of the person who referred you?","required?":false,"flags":null,"options":[]}},{"table":{"id":8330294,"option_type":"essay","question":"Do you require any time off within the first 6 months of hire?","required?":true,"flags":null,"options":[]}}]}},"labelTranslations":{"back_to_jobs":"Back to Jobs","apply_for_this_position":"Apply for this Position","back_to_wl_jobs":"All Jobs at Checkwriters Recruit"},"lang":"en","recaptchaSiteKey":"6Le5hLsSAAAAAE43yKMBj3XR8Ox2GNeDD4VYZx_5","showGDPRDisclosure":true,"showNotify":true,"showReferral":true,"source":null,"widgetMode":null,"showBackButtons":true}">

Job Title: Administrative Sales Assistant

Department: Wealth Management

Job Status: Full Time

FLSA Status: Non-Exempt

Grade: 7

Amount of Travel: Some Travel

Reports To: VP, Wealth & Product Management

Positions Supervised: N/A

POSITION SUMMARY

Under the general direction of the VP, Wealth & Product Management, the Investment Sales Assistant performs all daily tasks required for transactions related to the investment of client accounts located with the broker/dealer. The investment sales assistant must adhere to regulatory compliance standards at all times.

ESSENTIAL FUNCTIONS

• Assists investment advisor representatives in processing and recording all transactions relating to client accounts on the Broker/Dealer operation system and in maintaining accurate reports on selected accounts not reported on the Broker/Dealer system.
• Initiates new account openings and prepares documents for signatures.
• Records product trade for investment advisor representatives' clients when needed.
• Assists with investment profiles and product placement process.
• Maintains files and prepares forms and records as required for client accounts.
• Maintains ongoing SEC/FINRA compliance standards by attending product educational and compliance meetings/seminars.
• Attends monthly departmental meetings and assists in coordinating client seminars and employee training.
• Provides bank-wide referral report to the payroll department for processing on quarterly basis.
• Prepares routine correspondence and is primary telephone liaison for incoming telephone communication to department officers and clients.
• Performs other clerical and investment-related functions as assigned.
• Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
• Must adhere to all bank and regulatory policies and procedures specific to position.
• Performs additional duties as requested

POSITION QUALIFICATIONS

Competencies

• Communication
• Customer Relations
• Dependability
• Ethics
• Job Knowledge
• Productivity & Time Management

Education/Experience/Skills & Abilities

• Bachelor's degree or equivalent and a minimum of two years of financial services experience.
• Excellent PC skills, including Microsoft Word Excel & Access.
• Ability to interact effectively with co-workers, clients and management.
• Must be detailed oriented and highly organized and possess excellent oral, written communication skills and analytical skills.
• Demonstrate confidentiality and discretion with respect to all clients and firm information.

PHYSICAL DEMANDS

Physical Demands

Lift/Carry

Stand Occasionally

10 lbs or less Frequently

Walk Occasionally

11 - 20 lbs Frequently

Sit Frequently

21 - 50 lbs Occasionally

Handling/Fingering Frequently

51 - 100 lbs Not Applicable

Reach Outward Frequently

Over 100 lbs Not Applicable

Reach Above Shoulder Occasionally

Push/Pull

Climb Occasionally

12 lbs or less Occasionally

Crawl Occasionally

13 - 25 lbs Occasionally

Squat or Kneel Occasionally

26 - 40lbs Occasionally

Bend Occasionally

41 - 100 lbs Occasionally

N (Not Applicable) Activity is not applicable to this occupation.

O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)

F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)

C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements

None

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

JOB CODE: 1000916

Job Title: Administrative Sales Assistant Department: Wealth Management Job Status: Full Time FLSA Status: Non-Exempt Grade: 7 …","html_description":"

Job Title: Administrative Sales Assistant

Department: Wealth Management

Job Status: Full Time

FLSA Status: Non-Exempt

Grade: 7

Amount of Travel: Some Travel

Reports To: VP, Wealth & Product Management

Positions Supervised: N/A

POSITION SUMMARY

Under the general direction of the VP, Wealth & Product Management, the Investment Sales Assistant performs all daily tasks required for transactions related to the investment of client accounts located with the broker/dealer. The investment sales assistant must adhere to regulatory compliance standards at all times.

ESSENTIAL FUNCTIONS

• Assists investment advisor representatives in processing and recording all transactions relating to client accounts on the Broker/Dealer operation system and in maintaining accurate reports on selected accounts not reported on the Broker/Dealer system.
• Initiates new account openings and prepares documents for signatures.
• Records product trade for investment advisor representatives' clients when needed.
• Assists with investment profiles and product placement process.
• Maintains files and prepares forms and records as required for client accounts.
• Maintains ongoing SEC/FINRA compliance standards by attending product educational and compliance meetings/seminars.
• Attends monthly departmental meetings and assists in coordinating client seminars and employee training.
• Provides bank-wide referral report to the payroll department for processing on quarterly basis.
• Prepares routine correspondence and is primary telephone liaison for incoming telephone communication to department officers and clients.
• Performs other clerical and investment-related functions as assigned.
• Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
• Must adhere to all bank and regulatory policies and procedures specific to position.
• Performs additional duties as requested

POSITION QUALIFICATIONS

Competencies

• Communication
• Customer Relations
• Dependability
• Ethics
• Job Knowledge
• Productivity & Time Management

Education/Experience/Skills & Abilities

• Bachelor's degree or equivalent and a minimum of two years of financial services experience.
• Excellent PC skills, including Microsoft Word Excel & Access.
• Ability to interact effectively with co-workers, clients and management.
• Must be detailed oriented and highly organized and possess excellent oral, written communication skills and analytical skills.
• Demonstrate confidentiality and discretion with respect to all clients and firm information.

PHYSICAL DEMANDS

Physical Demands

Lift/Carry

Stand Occasionally

10 lbs or less Frequently

Walk Occasionally

11 - 20 lbs Frequently

Sit Frequently

21 - 50 lbs Occasionally

Handling/Fingering Frequently

51 - 100 lbs Not Applicable

Reach Outward Frequently

Over 100 lbs Not Applicable

Reach Above Shoulder Occasionally

Push/Pull

Climb Occasionally

12 lbs or less Occasionally

Crawl Occasionally

13 - 25 lbs Occasionally

Squat or Kneel Occasionally

26 - 40lbs Occasionally

Bend Occasionally

41 - 100 lbs Occasionally

N (Not Applicable) Activity is not applicable to this occupation.

O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)

F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)

C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements

None

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

","url":"/job/1030169/administrative-sales-assistant-ft","joblink_url":"https://westfield-bank.checkwritersrecruit.com/job/1030169/administrative-sales-assistant-ft","posted_at":"2026-06-04T08:28:07-04:00","location":"Chicopee, MA","location_info":{"country":"US","address":"","city":"Chicopee","state":"MA","zipcode":""},"job_code":"1000916","category":null,"enable_application_address_completion?":true,"allow_job_board_applications":false,"collect_linkedin_profile?":true,"is_address_enabled?":true,"is_address_required?":true,"show_contact_preference?":true,"resume_upload_enabled?":true,"resume_upload_required?":true,"coverletter_upload_enabled?":false,"coverletter_upload_required?":false,"other_upload_enabled?":true,"referral_required?":true,"referral_options":["WB Employee","Facebook","Indeed","Friend/Colleague","Glassdoor.com","LinkedIn","MassLive","SimplyHired","ZipRecruiter","Other Website"],"disclosure_agreement":"

We are an Equal Opportunity Employer. We will consider applicants for this position without regard to any category protected by applicable federal, state or local law, including but not limited to: race, color, religion, sex, national origin, age, physical or mental disability, genetic information, veteran status or uniformed service member status.

I certify that the facts set forth in this employment application and attached application materials including but not limited to my resume, are complete, true and accurate to the best of my knowledge. I understand that any falsification, misrepresentation, or omission of any information may result in disqualification from consideration for this position or if hired, disciplinary action up to and including discharge.

I understand that as part of the hiring process and where permitted by federal, state, and; or local law the company may wish to obtain "consumer reports" as part of a background investigation. If applicable and permitted by law, I understand the company will provide me with separate written notification of this intent and I agree to complete any requisite authorization forms.

THIS COMPANY IS AN AT-WILL EMPLOYER AS ALLOWED BY APPLICABLE STATE LAW. IF HIRED, I UNDERSTAND THIS MEANS THAT EITHER THE COMPANY OR I MAY TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT NOTICE OR CAUSE. FURTHER, NO EMPLOYEE OR REPRESENTATIVE OF THE COMPANY IS AUTHORIZED TO ENTER INTO AN AGREEMENT, EXPRESS OR IMPLIED, WITH ME OR ANY OTHER APPLICANT FOR EMPLOYMENT FOR A SPECIFIED PERIOD OF TIME UNLESS SUCH AN AGREEMENT IS IN A WRITTEN CONTRACT SIGNED BY THE PRESIDENT OF THE COMPANY.

I authorize the company to confirm all statements in this application and; or on my resume as it relates to the position and to the extent permitted by applicable law. I hereby release the company and its authorized representatives to verify all information provided by me. I authorize any party contacted by this employer including persons, schools, organization or former employers to disclose such information from any liability, claims, charges or causes of action which may result of the delivery or disclosure of requested information.

I have read all of the information contained in this candidate profile.

","captcha_enabled?":false,"remote":false,"max_salary":{"amount":"30.83","currency":"USD"},"min_salary":{"amount":"20.55","currency":"USD"},"pay_frequency":"hourly","show_remote_in_location":true,"hidden?":false,"questions":[{"table":{"id":8330287,"option_type":"yes-no","question":"Are you legally authorized to work in the United States without sponsorship?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8330288,"option_type":"yes-no","question":"Are you at least 18 years of age or older?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8330289,"option_type":"yes-no","question":"As a condition of employment, are you willing to submit to a background check and credit check? Please note, a history of collections charge offs or bankruptcy may hinder the ability to move forward with your application. ","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8330290,"option_type":"multiple-choice","question":"If offered employment with our company, how much notice do you need to provide your current employer?","required?":true,"flags":null,"options":["Available Immediately","1 week","2 weeks","More than 2 weeks"]}},{"table":{"id":8330291,"option_type":"multiple-choice","question":"Select the answer that describes the best time that we can reach you?","required?":true,"flags":null,"options":["Mornings before noon","Afternoons between 12-5pm","Weekends","Anytime"]}},{"table":{"id":8330292,"option_type":"yes-no","question":"Have you applied for a position previously with Westfield Bank?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8330293,"option_type":"essay","question":"If you were referred by a current WB Employee, what is the name of the person who referred you?","required?":false,"flags":null,"options":[]}},{"table":{"id":8330294,"option_type":"essay","question":"Do you require any time off within the first 6 months of hire?","required?":true,"flags":null,"options":[]}}]}},"labelTranslations":{"back_to_jobs":"Back to Jobs","apply_for_this_position":"Apply for this Position","back_to_wl_jobs":"All Jobs at Checkwriters Recruit"},"lang":"en","recaptchaSiteKey":"6Le5hLsSAAAAAE43yKMBj3XR8Ox2GNeDD4VYZx_5","showGDPRDisclosure":true,"showNotify":true,"showReferral":true,"source":null,"widgetMode":null,"showBackButtons":false}">