Salary: $40,000 to $60,000

Job Title: Portfolio Sales Administrator

Job #: 5214

Location: Duanesburg, NY

Category: Sales/Administrative/Finance

Position Type: Full-time, Permanent

Description:

Our client is currently seeking a Portfolio Sales Administrator 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 is required.
• A minimum of 0-3 year’s experience in financial services.
• CRM/Salesforce knowledge preferred.
• Proficiency with Microsoft Windows required
• Exceptional written and verbal communication skills.

Hours & Benefits:

• M -F 8-5
• In-Person
• PTO
• Health, Dental, & Vision
• 401K