Position Summary:
Provide administrative support to the Director of Administration and sales teams to maximize efficiency, ensure successful day-to-day operations and ensure excellent customer service. Project coordination/management of sales admin. and sales team activities. This includes processing campaigns, tracking sales, expenses, research reps and leads, etc. Excellent communication abilities are essential. Be proactive, prompt with responses and adaptable.
SalesForce Subject Matter Expert Marketo Subject Matter Expert
Provide statistical reports to Director, Admin. on sales team activities and literature fulfillment/usage
Essential Job Functions:
• Process, document, and track expenses/invoices/check requests in timely manner; keeping compliance requirements in mind • Process and track Campaigns, Mailings, Mass Emails, etc. • Manage and coordinate all logistics of Group Meeting Events for VP/IW; set-up, create invite/sends, material, follow-up, tracking • Create, develop, and analyze Sales and Activity Reports for sales teams • Heavy Data Integrity including research, rep lists, campaigns, leads • Manage the CSC InBox/emails and website requests • Process and track literature requests coming in from financial professionals or sales team • Assist in managing VP calendar, setting up meetings, conference and zoom calls • Send thank you notes, emails and quarterly promotional items to financial professionals on behalf of the sales team and track in SalesForce.com • Coordinate and assist financial professionals when they are planning events with VP
Proficient in SalesForce & Marketo Assist in tracking of Compliance requirements Manage AI Insight notifications and updates Complete miscellaneous tasks including copying, ordering supplies, answering and screening calls Assist in creating training guides and procedures Be an active participant in solving problems that come up in the department. Analyze situations and offer possible solutions Ability to anticipate the sales team needs and proactively bring together appropriate people and resources
Other duties as assigned
Required Competencies:
• Strong decision making and problem-solving ability • Maintain extreme confidentiality • Knowledge and enforcement of and conformation to regulations set forth by FINRA/SEC • Meet strict deadlines • Extreme detail and accuracy oriented • Ability to work in a fast-paced environment • Excellent verbal and written communication skills • Diplomacy and professionalism in dealing with associates, broker/dealers and financial professionals • Can take instruction or constructive criticism easily • Team oriented • Proactive, cause and effect thinker • Ability to prioritize • Ability to learn quickly and self-train • Strong organizational skills; multi-task oriented • Deadline oriented • Business math skills
Education / Experience:
5 years business experience required and/or four-year college degree required 3 - 5 years Sales Assistant experience required Minimum 1-year experience working with FINRA broker/dealer firms Excellent computer skills: Microsoft Products (Word, Excel, Outlook), internet, various websites, CRM system SalesForce..om experience, and/or Marketo experience a plus