Sales Assistant

Sales Assistant

Robert Half is partnering with a financial services firm in the recruiting for a Sales Assistant to join their team. This hybrid role combines administrative support, sales assistance, and business development duties to help drive growth within our organization assisting the Relationship Managers and Business Development Managers. This position is ideal for a proactive individual who thrives in fast-paced environments and is eager to make a significant impact.

This is a permanent placement opportunity offering full benefits package, generous time off, annual bonus eligibility and 401k matching.

Key Responsibilities:

Administrative Support:

Provide comprehensive administrative assistance to the sales and business development teams, including calendar management, scheduling meetings, and handling inbound calls.

Prepare presentations, financial documents, and reports using MS Office tools and CRM platforms.

Ensure the accurate and timely completion of client onboarding processes and maintain meticulous records of customer interactions.

Sales Assistance:

Assist the sales team with lead generation efforts by researching prospective clients and preparing briefing documents.

Manage CRM systems for tracking and updating client data, ensuring accuracy at all levels.

Support client inquiries and provide follow-up to ensure seamless communication between clients and internal departments.

Requirements:

Bachelor's degree in Business Administration, Finance, or a related field is preferred.

2+ years of experience in an administrative or sales assistant role, ideally in the financial services industry.

Strong proficiency in CRM platforms and MS Office Suite.

Excellent communication and organizational skills.

Understanding of financial concepts and ability to interpret data.

Analytical mindset with the ability to contribute to business development objectives.