Trust Sales Support Specialist
Core
Provides presentation and sales support for Trust and Asset Management Groups by managing marketing projects, designing materials, and coordinating communications.
Role type
Trust Sales Support Specialist (Marketing Operations)
Builds
Internal/external marketing materials, brochures, direct mail campaigns, presentation templates, newsletters, and client communication pieces.
Domain
Financial Services (Trust & Asset Management)
Deliverable
product features
Required skills
Project management, presentation design, marketing material production, CRM management, event coordination, inventory control, multi-location collaboration
Preferred skills
Salesforce proficiency
Technologies
PowerPoint, MS Word, Excel, MS Publisher, SharePoint, MS Outlook, Salesforce
Responsibilities
Coordinate with marketing and sales teams to prepare proposals and presentations; Produce and distribute client and advisor communications; Support business development officers with CRM and collateral requests; Plan and manage internal and external events; Maintain Trust Marketing Library on SharePoint; Manage inventory of marketing supplies and equipment.
Seniority
Individual Contributor