Sales Support Administrator
Core
Enable advisor productivity and protect client experience through disciplined operational execution, onboarding, access management, and compliance support.
Role type
Sales Support Administrator
Builds
Operational processes for onboarding, access management, and compliance support for financial advisors
Domain
Financial Services / Sales Operations
Required skills
Operational execution, problem-solving, cross-functional collaboration, data accuracy, system navigation, compliance adherence
Preferred skills
Recruiting/sales support experience, Salesforce, Zoom, LinkedIn
Technologies
Microsoft Office (Word, Excel, PowerPoint, Teams, Outlook), Salesforce, Zoom, LinkedIn
Responsibilities
Manage advisor onboarding and access provisioning, coordinate compensation and marketing administration, troubleshoot operational systems, maintain accurate advisor data and branding, resolve complex time-sensitive issues
Seniority
Mid-level, hands-on IC