Administrative Coordinator
Core
Provide sales support to multiple sales teams and assist in positioning investment products in the market.
Role type
Administrative Coordinator
Builds
Internal sales operations and client support infrastructure
Domain
Financial Services / Asset Management
Deliverable
product features
Required skills
calendar scheduling, document processing, meeting coordination, travel arrangements, CRM database management, MS Office proficiency
Preferred skills
Salesforce, SharePoint, FINRA guidelines, Financial Services industry experience
Responsibilities
Perform general administrative duties including filing, photocopying, and answering phones; coordinate meetings and prepare agendas; process documents and correspondence; manage appointments and travel itineraries; handle client gifts and mailings; update CRM databases with contact information and call reports.
Seniority
Individual Contributor