Sr. Sales Administration Associate
- 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
- 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
- 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
- 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
- experience, and/or Marketo experience a plus
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