Description:

Our client is currently seeking a Sales Administrative Associate to join their team. This is a full-time, permanent position.

Responsibilities Include:

• Utilize multiple CRM systems (primarily Salesforce) to manage, track, and monitor sales and marketing activities for new and existing investors.
• Oversee electronic distribution efforts, including managing and maintaining contact lists, targeting constituencies, and tracking campaign outcomes and lead generation.
• Prepare and distribute monthly and quarterly sales activity reports.
• Develop and update sales collateral for ongoing communications with third parties and prospects.

Qualifications:

• A bachelor's degree in finance preferred
• CRM/Salesforce knowledge preferred.
• Proficiency with Microsoft Windows required
• Exceptional written and verbal communication skills.