Sales Assistant

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If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information Sales Assistant below matches your qualifications.

Description

Robert Half is partnering with a financial services firm in the recruiting for a Sales Assistant to join their team. This is a mix of administrative support, sales assistance, and some business development duties to help drive growth within our organization assisting the Relationship Managers and Business Development Managers. This position is ideal for a proactive individual who thrives in fast-paced environments and is eager to make a significant impact.

This is a permanent placement opportunity offering full benefits package, generous time off, annual bonus eligibility and 401k matching.

Key Responsibilities:

Administrative Support:

• Provide comprehensive administrative assistance to the sales and business development teams, including calendar management, scheduling meetings, and handling inbound calls.
• Prepare presentations, financial documents, and reports using MS Office tools and CRM platforms.
• Ensure the accurate and timely completion of client onboarding processes and maintain meticulous records of customer interactions.

Sales Assistance:

• Assist the sales team with lead generation efforts by researching prospective clients and preparing briefing documents.
• Manage CRM systems for tracking and updating client data, ensuring accuracy at all levels.
• Support client inquiries and provide follow-up to ensure seamless communication between clients and internal departments.

Requirements

• Bachelor's degree in Business Administration, Finance, or a related field is preferred.
• 2+ years of experience in an administrative or sales assistant role, ideally in the financial services industry.
• Strong proficiency in CRM platforms and MS Office Suite.
• Excellent communication and organizational skills.
• Understanding of financial concepts and ability to interpret data.
• Analytical mindset with the ability to contribute to business development objectives.

How to Submit an Application:

After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Sales Assistant job info - Salesforce Mequon, WI above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Sales Assistant job info - Salesforce Mequon, WI in 2025-09-17 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via form this bottom.