Sales Assistant (Wealth Management)

Location: In-office at the Palm Beach Gardens branch, FL 33418, United States

Company

hirify.global provides banking and wealth management services with a focus on customer experience, risk management, and inclusive workplace practices.

What you will do

• Provide sales, service, and execution support for new and ongoing client relationships.
• Gather, prepare, review, and verify required documentation and related information.
• Process client, account, and transaction updates in relevant systems and applications.
• Support implementation plans, standard processes, and regulatory compliance activities.
• Serve as a point of contact for clients, client teams, and service partners, escalating issues when necessary.
• Prepare reports and provide general administrative support.

Requirements

• Associate degree or equivalent education and experience.
• Typically 3+ years of related experience or relevant product knowledge.
• Accuracy, attention to detail, effective communication, and ability to manage multiple priorities.
• Knowledge of customer support policies, sales support, administration, products, and services.
• hirify.global will not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• In-office work environment with a supportive and inclusive workplace culture.
• Medical, prescription, dental, vision, life insurance, and disability coverage options.
• 401(k) matching, pension, stock purchase plans, and dependent care support.
• Educational assistance, wellness programs, and financial incentives.
• Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on eligibility and career level.