Job: Administrative Assistant/Institutional Sales $65k

Title Administrative Assistant/Institutional Sales $65k
Categories Professional Support Staff
Salary $65k
Job ID 2049
Location New York, NY
Job Information

A prestigious financial firm seeks an Administrative Assistant


General Administrative
• Manage sales calendars by keeping team calendars up to date with travel, meeting, conference, etc.
• Coordinate travel and entertainment and expenses
• Answer phone lines, make copies, coordinate e-mail blasts, plan teams calls, etc.
• Organize and implement the partner firm materials review process and communicate availability of literature to sales team
Sales Support
• Assist sales team with fulfilling client needs
• Manage Salesforce: create, update and run various SalesForce reports as requested
• Work with marketing team on quarterly materials and distribution
• Support Internal and External Intermediaries by sending material to client meetings
Events Organization
• Coordinate attendance at several industry conferences: register attendees, plan travel, send materials, etc.
• Plan client events and dinners
• Coordinate due diligence events at our headquarters and interact with clients
Client Relations
• Submit and track marketing material approval requests to client firms and communicate status to sales team
• Coordinate meetings/conference calls with clients
• Make and bind presentations/kits for meetings
• Email quarterly updates and track
• Undergraduate degree required
• 1-3 years of experience in a professional environment, preferably an asset manager
Knowledge and Skills
• Strong work ethic and team-player approach are critical
• Excellent time management skills and ability to multi-task and prioritize work
• Attention to detail and problem solving skills
• Excellent communication and interpersonal skills
• Strong phone contact handling skills and active listening
• Proficiency in MS Office
• Meeting and event planning skills
• Familiarity with preferred
• Knowledge of the mutual fund industry a positive

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