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Administrative Sales Assistant

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The Institute for Wealth Management, LLC

2021-12-03 14:06:49

Job location Denver, Colorado, United States

Job type: fulltime

Job industry: Administration

Job description

Job DescriptionWe are seeking a dynamic individual to assist our sales team and executive leadership. We are a quickly growing financial services firm looking for a proactive team player with previous experience in a fast paced environment. The position will assist the internal and external sales team in all areas of the sales cycle to ensure greatest results. The ideal candidate must be highly motivated and able to work independently.Responsibilities:Providing administrative support to the sales teamProvide superior customer serviceEntering leads and conducting client analysisCompleting client compliance callsProduce reports based on client dataCompleting various ad-hoc projectsDraft and create investment proposals and client enrollment paperworkQualifications:Bachelor's Degree preferredMinimum 2+ years working in a fast paced office environmentKnowledge and experience in the financial services industryProficiency in MS Office -particularly Excel, Word. Adobe.Internet and research savvyExtremely organized and able to prioritize tasksSuperior organizational skills with meticulous attention to detailMaintain professionalism and composure under pressureExceptional communication skillsAbility to prioritize and meet deadlinesJob Type: Full-timeSalary: $35,000.00 /yearBonus: EligibleRequired education:Bachelor'sJob Type: Full-timeRequired education:Bachelor'sRequired experience:Sales Support: 1 yearJob Type: Full-timePay: $35,000.00 - $45,000.00 per yearExperience:Administrative Assistant: 2 years (Required)Education:Bachelor's (Required)Location:Denver, CO (Required)Work authorization:United States (Required)

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