Sales Associate
Core
Provides comprehensive administrative and operational support to multiple DVPs and the broader team, including preparing sales reports, managing communications, and coordinating marketing events.
Role type
Administrative Assistant (Sales & Marketing Support)
Builds
Dealer sales reports, promotional materials, and event logistics for national dealer events
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis | client delivery | infrastructure
Required skills
MS Office (Word/Excel/PowerPoint), expense reporting, database management, event coordination, client greeting, call handling, mail sorting, catering logistics
Preferred skills
Securities Industry certifications, college diploma
Technologies
MS Word, MS Excel, MS PowerPoint
Responsibilities
Prepare dealer sales and asset reports, answer calls and correspondence, coordinate marketing materials and national dealer events, complete expense and activity reports, maintain contact database, schedule appointments, greet clients and guests, sort incoming mail, order catering and supplies
Seniority
Entry-level to Junior