Global Wealth Sales Analyst - Remote

Overview

The Global Wealth Sales Analyst plays a crucial role in supporting the sales team and ensuring business critical deadlines are met. This position requires proactive management of Salesforce projects and collaboration with various team members.

In Short

• Support a 6-person sales team with various tasks.
• Manage Salesforce (CRM) projects and ensure timely tracking of opportunities.
• Create sales campaigns in collaboration with marketing.
• Schedule and organize meetings and manage logistics.
• Screen incoming calls and emails, providing professional service.
• Prepare and edit materials including documents and spreadsheets.
• Work independently and prioritize tasks effectively.
• Demonstrate strong initiative and ownership of responsibilities.
• Exemplary interpersonal and communication skills are required.
• Knowledge of the finance industry is preferred.

Requirements

• Bachelor’s Degree or equivalent experience in administrative assistance.
• Ability to thrive in a rigorous work environment.
• Strong initiative and proactive attitude.
• Excellent written and verbal communication skills.
• Attention to detail in composing and proofing materials.
• Team-oriented and collaborative attitude.
• Extensive knowledge of Microsoft Office and Salesforce.
• Experience in the finance industry is preferred.

Benefits

• Market competitive salary.
• Discretionary bonus plan or variable sales incentive may be included.
• Inclusive and dynamic work environment.
• Support for Veterans as a Military Friendly Employer.
• Equal Opportunity Employer with a commitment to inclusion.