Location:

NY, United States

Production Type:

Entertainment jobs & Crew

Job Type:

Staff / Crew

Required Skill:

Videography


SALES ASSISTANT AT ASSET MANAGEMENT FIRM
Base Salary is $85K to $95K (based upon candidate and experience); plus Discretionary Bonus
Incredible Organization with Equally Incredible People | Excellent Benefits

A renowned NYC-based Asset Management Firm built on quality research and long-term investing is looking for an individual to join its Intermediary Sales & National Accounts Team as a Sales Assistant supporting their mutual fund sales team. In this role, she/he will assist with the many facets of the team. Perfect candidates must be interested in financial markets. You will interact closely with senior professionals, clients, and prospects.

For the initial three (3) month probationary period, you will be in the office 5 days weekly. After successfully passing said probationary period, you will be working hybrid with 3 days in the office and 2 days remote.

QUALIFICATIONS AND SKILLS
  • Bachelor's Degree required
  • One to Three (1-3) years of experience in a Professional Environment, preferably at an Asset Manager
  • 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 Suite Programs
  • Meeting and event planning skills
  • Familiarity with Salesforce.com preferred
  • Knowledge of the mutual fund industry a positive
RESPONSIBILITIES AND DUTIES
Sales Support
  • Assist sales team with fulfilling client needs
  • Coordinate Sales Enablement in partnership with the marketing team by keeping the Highspot platform updated and distributing quarterly materials to the sales team
  • Support Internal and External Wholesaling teams by fulfilling marketing material requests
  • Update Platform and Firm-specific Fund availability guides
  • Coordinate e-mail blasts and Green Sheet approvals of e-mails
  • Assist sales team management with proofing and compiling data for monthly sales report
  • Enter contact information and assign profiling information to clients in Salesforce
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 through the 4U software portal and communicate literature availability status to sales team
  • Coordinate in-person and virtual meetings and conference calls with clients
  • Make and bind presentations/kits for meetings
  • Compile reporting requests for clients
General Administrative
  • Manage sales calendars by keeping team calendars up to date with travel, meetings, conferences, etc.
  • Coordinate travel and entertainment and expenses for senior team members
  • Answer phone lines, plan teams calls and meetings, etc.
Phaxis
https://www.projectcasting.com/job/45807-sales-assistant-at-asset-mgmnt-firm
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Company Details
Phaxis
United States

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