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Administrative/ Sales Assistant

Access Staffing LLC

This is a Contract position in Anaheim, CA posted July 17, 2022.

Job DescriptionAdministrative/Sales AssistantFinancial Services ExperienceBachelors degree 1 year experienceSUMMARY:The Sales Associate reports to the department head of the Intermediary Sales & NationalAccounts team and has responsibility for assisting with the many facets of the team.Individual must be interested in the financial markets and supporting multiple members of thesales team.

Sales Associate will interact closely with senior professionals, clients and prospects.JOB RESPONSIBILITIES:General Administrative Manage sales calendars by keeping team calendars up to date with travel, meetings,conferences, etc.

Coordinate travel and entertainment and expenses for senior team members Answer phone lines, plan teams calls and meetings, etc.Sales Support Assist sales team with fulfilling client needs Coordinate Sales Enablement in partnership with the marketing team by keeping theHighspot platform updated and distributing quarterly materials to the sales team Support Internal and External Wholesaling teams by fulfilling marketing materialrequests Update Platform and Firm-specific availability guides Coordinate e-mail blasts and Green Sheet approvals of e-mails Assist sales team management with proofing and compiling data for monthly salesreport Create and run various Salesforce reports as requestedEvents Organization Coordinate attendance at several industry conferences: register attendees, plan travel,send materials, etc.

Plan client events and dinners Coordinate due diligence events at our headquarters and interact with clientsClient Relations Submit and track marketing material approval requests to client firms through the 4Usoftware portal and communicate literature availability status to sales team Coordinate in-person and virtual meetings and conference calls with clients Make and bind presentations/kits for meetings Compile reporting requests for clients Answer shareholder inquiries (if Series 7 registered)QUALIFICATIONS:Education/Experience Undergraduate degree required 1-3 years of experience in a professional environment, preferably an asset manager Series 6 or 7 preferred, not requiredKnowledge and Skills Strong work ethic and team-player approach are critical Excellent time management skills and ability to multi-task and prioritize work Attention to detail and problem-solving skills Excellent communication and interpersonal skills Strong phone contact handling skills and active listening Proficiency in MS Office Meeting and event planning skills Familiarity with preferred Knowledge of the mutual fund industry a positive