Sales Assistant, Private Wealth Management (closed)
Jersey City, NJ
$45k compensation
Recruiter Comment: Contract to Hire Opportunity!
Job Description
Temp to Hire Opportunity
This Jersey City Financial Services firm requires a detailed, responsible, hard-working individual for an Administrative position in the Private Wealth Group. The ability to multi-task in a fast paced environment, take initiative in your work while displaying a willingness to learn the business is ideal.
Specific Responsibilities:
- Create seminar invitations for wholesaler events
- Compose Marketing kits for the internal and external sales force
- Research bond descriptions on Bloomberg for portfolio manager analysis
- Generate Muni Sample Proposals and Muni Bond Proposals
- Maintain Sales Desk attendance database
- Stock marketing literature and maintain literature database
- Liaison between Sales Desk and Marketing Department
- Create workflow and proposal reporting each quarter and trimester
- Track and maintain reporting on all competitive information reports that are generated
- Develop and maintain Regional Consultant and Regional Manager training materials
- Reception Coverage
Qualifications:
- Bachelors Degree Required
- 1-3 years administrative experience
- Professional demeanor and good judgment
- Excellent communication skills and strong interpersonal skills
- Highly organized, detail oriented and thorough when completing tasks
- Ability to multi-task in a dynamic, fast paced environment
- Ability to act independently while being a team player
- Strong proficiency in all Microsoft Office Applications, emphasis in Excel and PowerPoint
- Willingness to learn the business
- Corporate dress code a must
- Analytical ability
