Investments and Insurance Sales Assistant

Job overview

The Investments and Insurance Sales Assistant role is onsite in Greenfield, MA. Compensation is $19.39–$24.75 per hour. The position supports Greenfield Savings Bank’s investments and insurance business and reports to the First Vice President and Trust Investment Officer. The assistant supports client service, account processing, recordkeeping, and practice administration. The role helps maintain efficient operations and regulatory compliance while supporting a positive client experience and business growth.

What you'll do

• Serve existing and prospective clients
• maintain accurate client records and databases
• coordinate client communications and appointment reminders
• prepare account-opening documentation
• process completed paperwork and submit required documents
• respond to client inquiries
• track referrals and prepare reports
• assist with compliance activities, surveys, audits, and blotter reviews
• maintain marketing and educational materials
• support scheduling, file management, and special projects.

What we're looking for

Skills & competencies

investments and insurance sales assistant

greenfield ma

greenfield savings bank

client service

account documentation

investment services

insurance services

client records

compliance support

referral tracking

microsoft office

$19.39–$24.75/hr

Work arrangement

• Weekend coverage required

Why this role

The role serves as a primary client contact when the Investment Executive is visiting other branch locations; high school diploma or equivalent is required, with an associate’s degree preferred.

About the employer

Greenfield Savings Bank is hiring for this role. Industry: Commercial Banking. Sector: 52.