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Job ID#: 30533
An Executive Assistant/Sales Assistant supports an investment professional in the Galleria area. She is an ex-attorney and this is her second career. Handle administrative and client service tasks that help maintain and grow client relationships. The main goal is to ensure the smooth operation of sales processes and to enhance client experience.
Key Responsibilities:
- Client Support: Respond to client inquiries, schedule meetings, and provide updates on accounts or services.
- Administrative Tasks: Prepare reports, maintain client records, and assist with compliance documentation.
- Sales Support: Help process applications for financial products (e.g., investments, insurance, loans), follow up on leads, and coordinate marketing campaigns.
- Data Entry & Record Keeping: Enter client data accurately into CRM systems and ensure all documentation is up to date.
- Communication: Liaise between clients and financial advisors, providing timely and professional communication.
Skills Required:
- Intelligence is extremely important, degree a plus
- A team player with strong communication and interpersonal skills
- Attention to detail is VERY important in this industry and organizational ability
- Basic understanding of financial products and services
- Proficiency with office and CRM software
- Ability to work independently, take initiative and is very organized
This role is ideal for someone looking to build a career in finance, offering exposure to client relationship management and sales operations within the financial sector.
The firm offers health, dental and vision benefits, Paid parking, Paid holiday when stock market closed, private office with a window
