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We are looking for a detail-oriented and adaptable Sales/Partner Development Assistant to join our team in Carpinteria, California. In this contract role, you will play a pivotal part in supporting recruitment operations and partner development efforts through event coordination, system management, and collaborative teamwork. If you excel in organization and enjoy blending administrative tasks with strategic execution, this position offers an excellent opportunity to contribute to a dynamic environment.
Job Responsibility:
Coordinate and manage recruitment events, webinars, and seminars, ensuring smooth execution and engagement
Maintain and update organizational systems, pipelines, and reporting tools to support recruitment and partner development
Assist in onboarding processes for advisors, ensuring a seamless transition
Conduct LinkedIn prospecting and provide sales support to identify and connect with potential partners
Collaborate with cross-functional teams, including marketing and transitions, to align efforts and achieve goals
Manage administrative office tasks, such as ordering and maintaining supplies, and performing receptionist duties
Oversee accounts payable functions and ensure accurate financial tracking
Utilize Salesforce for integration tasks and implementations to streamline workflows
Leverage AI tools, such as ChatGPT, to enhance efficiency and productivity in daily operations
Provide general office management support to ensure a well-organized and functional workspace
Requirements:
Bachelor’s degree in Finance or a related field is preferred
Minimum of 1 year of experience in a finance-related role
Proficiency in Microsoft Word, PowerPoint, and Excel
Familiarity with Salesforce, with experience in integration and implementation being a strong advantage
Comfortable using AI tools, such as ChatGPT, to support work processes
Strong organizational and administrative skills, including maintaining office supplies and managing accounts payable
Excellent communication skills and the ability to collaborate effectively across teams
Ability to thrive in a fast-paced environment and balance multiple priorities efficiently
What we offer:
medical, vision, dental, and life and disability insurance