Small Market Sales Assistant

• Provide administrative assistance to support top-performing sales representatives and management
• Utilize business software tools, including Salesforce, Microsoft Outlook, and spreadsheets, for organizing reports and correspondence
• Coordinate submission workflows, ensuring timely communication with clients, referral sources, and sales representatives
• Maintain accurate records by logging sales activity and completing necessary submissions
• Collaborate with sales teams to meet deadlines and manage priorities effectively
• Prepare and send well-crafted correspondence to clients and referral accounts
• Organize and track reports, ensuring compliance with company standards
• Handle ad hoc financial tasks, including data entry and spreadsheet management
• Manage document handling processes, such as photocopying, scanning, and filing
• Support CRM database management, ensuring data integrity and accessibility

• Must reside in the same time zone as the team you will be assisting
• Possess at least 1-2 years of administrative experience, with preference given to candidates from financial or human capital management industries
• Proficiency in business software applications, including Salesforce, Microsoft Outlook, and spreadsheets
• Strong organizational skills with the ability to manage multiple tasks simultaneously
• Excellent communication abilities for coordinating with internal teams and external stakeholders
• Detail-oriented approach to ensure accuracy in submissions and documentation
• Ability to work collaboratively in a team-oriented environment
• Familiarity with CRM systems and document handling processes

Experience in financial or human capital management industries

• Medical, vision, dental, and life and disability insurance
• 401(k) plan
• Free online training