Sales Assistant

Our client is seeking a Sales Assistant to help raise assets in the Individual High Net Worth, Family Office and Registered Investment Advisor market segments. Job responsibilities include:

1. Providing strong sales support to Sales VP and Partners to maximize their sales productivity, including:

• Handling customer relations issues, assisting in both the retention
and acquisition of assets under management
• Scheduling and coordinating client meetings/visits/conferences
• Prioritizing client/prospect contacts to maximize sales efforts
• Keeping track of sales activities
• Providing clients with access to our proprietary databases, software
and websites
• Planning and implementing follow-up actions with clients and prospects
• Populating our CRM database (GoldMine) with client info
• Drafting sales reports from GoldMine
• Database administration, including data clean-up and data integrity

2. Working closely and collaboratively with the Operations group to ensure that all sales paperwork (subscription documents, wire transfers, wire confirmations, etc.) is processed rapidly and efficiently

Requirements:
• Outstanding professionalism and client-service skills – able to provide “white glove” service to our clients
• Exceptional attention to detail and organizational ability
• Strong ability to:
o Take initiative
o Work both collaboratively and independently
• Excellent verbal communication skills
• High integrity and honesty
• Strong computer skills
• Bachelors degree

A plus:
• Securities licenses - Series 3, 7 and 66
• Experience with:
o Financial services or alternative investments (hedge funds)
o CRM software
• CAIA designation or candidate