Courses for Administrative and Sales Assistants

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Offices are composed of many people, each contributing to a common goal. They must coordinate their activities, rely on each other's expertise, and act as a cohesive team. Yet, throughout the financial services industry - from major firms to small offices - many team members really don't know much about the job they are performing and/or the goals their firm and team is trying to accomplish. We believe that the best employees are aligned with the purpose(s) of the business and have a conceptual knowledge of the industry in which they are involved. Merely knowing the procedures of their job severely limits the overall potential contributions of employees. Once employees understand where they fit in the scheme of things, their usefulness and dedication often dramatically increases. The Progress Center remedies this chaotic situation by providing courses which serve two distinct purposes: 1. Provide front- and back-office personnel with the interpersonal and technical skills to do the job. 2. Provide employees with overviews of various aspects of the financial services industry so that they have a basic understanding of the overall environment in which they work. Our focus in this program is the Administrative/Sales Assistant, a front-line person who, unfortunately, receives inadequate training. The Progress Center offers this program to enable participants to be more productive employee by having a more complete understanding of the financial services industry. Some of the courses deal with paperwork issues. Of course, paperwork varies from firm to firm. Yet, there are certain aspects of a new account form that are standard. When desired, we can customize the course to include graphics of the forms actually used by the firm. [Return to Top] Skill Sets for Administrative and Sales Assistants 1. Communication Strategies and Skills. Basic Communication Skills Dealing with Upset People Establishing Long-Term Client Relationships 2. Office/Business Development. Contact Management Personal Organization How We Add Value Systematizing Your Duties 3. Professional Knowledge Basics of the Financial Markets Stocks, Bonds, Mutual Funds, etc. Role and Responsibilities of a Financial Advisor 4. Maintaining Motivation Performance Standards Maintaining Personal Motivation Stress Management [Return to Top] Representative Courses for Administrative and Sales Assistants 1. Communication Strategies/Skills Key Communication Skills Cross-Selling Opportunities Establishing Rapport Conversational Profiling 2. Office/Business Development Administrative Skills Organizing Your Office Client Records Working with the Head Office Working with Databases 3. Professional Knowledge Investment Basics (Debt, Equity, Mutual Funds, etc.) How Do We Make A Difference in People's Lives 4. Maintaining Motivation Stress Management Being In Control [Return to Top] 41 East 400 North #543 Logan, Utah 84321   Phone: (435) 753-8848    Fax: (435) 753-8847   E-mail: Sales@TheProgressCenter.com