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We are looking for a success-driven and detail-oriented Sales Assistant to join our team in Lafayette, Indiana. In this long-term contract position, you will play a vital role in supporting financial advisors as they guide members toward achieving their financial goals. This role requires strong organizational skills, effective communication, and the ability to work collaboratively within a team environment.
Job Responsibility:
Coordinate with clients to schedule and confirm appointments with financial advisors
Provide administrative support to ensure smooth daily operations within the Wealth Management department
Use advanced computer skills to navigate programs like Microsoft Word and Excel efficiently
Maintain and prioritize daily tasks to ensure all work is organized and completed on time
Deliver exceptional service by addressing inquiries and fostering trust with clients and team members
Participate actively in team discussions and contribute to a collaborative work environment
Assist in the preparation of reports, documents, and other materials as needed
Uphold a high standard of professionalism and confidentiality while handling sensitive information
Requirements:
High school diploma or equivalent is required
Proven customer service skills with the ability to interact effectively with a diverse range of individuals
Proficiency in technology tools and basic system navigation
Strong organizational skills and attention to detail
Ability to work both independently and collaboratively in a team setting
Must successfully complete background prescreening for employment
Nice to have:
Previous experience in sales, inside sales, or administrative support is preferred
Excellent verbal and written communication skills
What we offer:
medical, vision, dental, and life and disability insurance