Job Summary

Job Description

• Experience Required: 0 to 6 months
• Education Required: High school diploma or equivalent
• Certification or Licensing Preferred: Pharmacy Certification
• Lifting Requirement: Up to 25 pounds
• Age Requirement: At least 18 years of age,

Job Responsibilities

• Welcome patients and immediately acknowledge them with compassion and a smile at all pharmacy entry points.
• Model excellent patient care by respecting, engaging and enthusiastically meeting or exceeding all patient needs, including processing orders in person and by phone, directing patients to products and merchandise and referring appropriate questions concerning prescriptions and over the counter medicine to the pharmacist.
• Maintain a neat and clean work environment in order to ensure that company and government requirements are met.
• Assist team members with tasks to ensure department runs efficiently.
• Use the pharmacy computer to complete all actions necessary in order to maximize efficiency and provide optimal patient care at drop-off, will call, drive thru, phone, filling and order receiving, including but not limited to: searching for patients and profiles, determining dates of fill and pick-up, determining prescriptions sent to Central Fill, quoting cash prices of prescriptions, checking on-hand counts of medications and entering invoices.
• Assist team on actions plans in order to improve outcomes using knowledge of all appropriate service and business metrics.
• Assist in the execution of all company initiatives and programs.
• Complete required training program and accompanying exams.
• Follow all company, state and federal policies, laws and regulations, including HIPAA and Pseudoephedrine sales.
• Finalize sales using cash register according to established procedures, including the point of sale policies.
• Transcribe data from prescriptions accurately in order to generate a custom label for the customer.
• Assist with maintaining proper inventory levels by ordering, receiving, stocking and rotating drugs and other supplies per company policy and procedure.
• Answer telephone in a polite and timely manner, ensure accurate information is exchanged and the customer is satisfied.
• Resolve customer questions and concerns by communicating effectively with the customer and the management team and support staff in an efficient manner.
• File written prescriptions daily.

Status:

Location:

We are seeking a motivated and driven individual to join our sales team as a Sales Trainee Co-op. As a Sales Trainee, you will work closely with our sales representatives and learn the ins and outs of the sales process. You will receive training and support to develop your sales skills and grow your career within our company.

Responsibilities:

• Assist our sales representatives in prospecting and lead generation activities.

• Participate in sales meetings and sales calls with prospective clients.

• Learn how to develop and deliver effective sales presentations.

• Provide exceptional customer service to our clients and help maintain positive relationships.

• Collaborate with other departments within the company to ensure customer satisfaction.

• Maintain accurate records of sales activities and customer interactions.

Requirements:

• Currently enrolled in a post-secondary program with a focus on sales, business administration, marketing, or a related field

• Strong communication and interpersonal skills

• Highly motivated and able to work independently or as part of a team

• Ability to learn quickly and adapt to new situations

• Proficiency with Microsoft Office suite

• Valid driver's license and access to a vehicle is preferred.

This is an excellent opportunity to gain valuable sales experience in a dynamic and fast-paced environment. If you are interested in pursuing a career in sales and are looking for a challenging and rewarding co-op placement, please submit your resume for consideration.

Duration: 4 - 8 Months

#LI-DNI

What’s in it for you

Who We Are Looking For 

We are looking for a bright, enthusiastic and hard-working individual with a keen interest in learning accounting for complex investment transactions and structures in a dynamic, challenging and fast-paced work environment. Your success will be facilitated by the leading-edge technology infrastructure supported by well-developed procedures and controls. We offer you a challenging career in a rapidly expanding international company with a professional, yet casual, work environment.  

Why this role is important to us 
The team you will be joining is a part of State Street Global Delivery.  Global Delivery helps our clients achieve better investment outcomes by serving as the foundation of our organization. We perform all operational functions required to produce the back and middle office products and services that clients have contracted with State Street to provide. Our services include custody, accounting, fund administration, transfer agency, middle office and cash processing services for asset managers, asset owners, alternative investors and insurance companies across the full range of asset classes. 

 Areas of Opportunities: 

·         Alternative Investment Solutions (AIS) 

·         Client Services

·         Bank Loans Services

·         Middle Office Operations

·         Business Onboarding & Transitions (BOaT) 

·         Transfer Agency 

·         Custody 

·         Corporate Actions 

·         Transaction Processing & Settlement 

·         Security Valuations 

·         Derivatives Services 

·         Financial & Regulatory Reporting 

·         Fund Accounting 

·         Performance & Analytics 

·         Fund Tax 

What you will be responsible for 

• Processing the administrative instructions received 

• Following up with client for instructions authorization and ensuring processes are made timely 

• Maintaining standard filing of instructions package and reports 

• Filling in the daily checklist accordingly with the activities performed 

• Maintaining the daily mandate management package 

• Preparing standard audit package 

• Ensuring that the instructions received are compliant with State Street policy 

• Analyzing the instructions exceptions and act accordingly to resolve with the responsible parties in a timely manner 

• Monitoring exceptions resolutions and solicit resolutions details to the responsible parties 

What we value 

These skills will help you succeed in this role 

• Ability to work with high attention to detail, proactively in a team and within a dynamic environment 

• Establish and maintain good working relationships with internal clients and colleagues 

• Ability to communicate effectively and timely with external counterparties 

• Supporting senior colleague’s and following/completing their requests 

• Excellent organization and time management skills with the flexibility to multitask prescheduled activities and meet deadlines 

Education & Preferred Qualifications 

• Ideally successfully completed degree in Finance/Accounting, Business or similar 

• Strong MS Office skills, especially with Excel and Word 

About State Street 

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. 

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. 

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. 

State Street is an equal opportunity and affirmative action employer. 

Discover more at StateStreet.com/careers 

Job Description:

At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

As a Financial Solutions Advisor within centralized segment of the Advisor Development Program, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors on the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate.  We will equip you with everything you need as you move through the stages of development and move into the Merrill Financial Advisor role.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process.

During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as a FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor.  This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.  

The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 

We’ll help you

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
• Get training and one-on-one coaching from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to

• Unlimited potential for financial growth.
• A strong referral base from across the business through our relationship with one in every two households.
• Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
• Robust marketing support to reach wider audiences with greater appeal. 
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

You’re the kind of person that (required skills)

• Sets and accomplishes goals, achieving whatever you put your mind to.
• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively to get things done.
• Can manage complexity, prioritize tasks and execute in a fast-paced environment.
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

You’ll be even more prepared if you have (desired skills)

• Strong computer skills with an ability to multitask in a demanding environment.
• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

We’re a culture that

• Believes in responsible growth and has a proven dedication to supporting the communities we serve.
• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Shift:

Hours Per Week: