Team Assistant - Sales
Core
Office administration and logistics support for the Sales & Marketing team, managing travel, expenses, client events, and meeting coordination.
Role type
Team Assistant (Sales & Marketing)
Builds
Travel itineraries, expense reports, client event logistics, and meeting arrangements
Domain
Financial Services / Investment Management
Deliverable
product features
Required skills
Travel coordination, expense reconciliation, client liaison, event planning, meeting room management, PO processing
Preferred skills
Financial institution experience, return-to-work flexibility
Technologies
Star Compliance
Responsibilities
Manage end-to-end travel coordination including flights, hotels, and ground transportation; Process and reconcile travel and business expenses; Coordinate Sales Team meetings and client events with 30–50 attendees; Act as a point of contact for external clients regarding logistics; Maintain records within Star Compliance for client interactions and gifts; Assist with recruitment interview scheduling.