Sales Administrative Assistant

Jackson•Nashville, TN

About The Position

The Sales Administrative Assistant, Sales Support provides sales-focused administrative support to External Wholesalers. The role includes CRM reporting, wholesaler correspondence, marketing and fulfillment support, and appointment scheduling. The assistant works closely with departments across the organization, including Compliance, Sales Enablement, CRM, and Marketing.

Requirements

High school diploma or equivalent required.
Experience with CRM platforms required.
Ability to create and modify CRM platform dashboards and reports at an intermediate level.
Intermediate proficiency with Excel.
Ability to organize, multitask, and complete daily tasks accurately and within deadlines.
Ability to prioritize work, remain flexible, and focus on quality in a demanding environment.
Ability to improve processes and identify efficiencies.
Ability to analyze complex situations and gather information to identify standard and alternative solutions.
Excellent relationship management and customer service skills, including the ability to build effective relationships with internal and external partners.
Strong collaboration and influencing skills.
Excellent written and verbal communication skills, with the ability to communicate with all levels of the organization.
Comprehensive understanding of compliance policies.
Ability to work independently or collaboratively in a team-oriented environment.
Ability to coordinate multiple administrative functions with little to no supervision.

Nice To Haves

Associate's degree preferred.
Two or more years of experience in an administrative role preferred.

Responsibilities

Create and maintain sales-focused CRM reporting and dashboards, and optimize dashboards for routine reporting.
Streamline lead notifications sourced from marketing campaigns.
Send approved correspondence and documents to advisors for external partners.
Schedule and maintain appointment calendars for external partners using tools such as Outlook and CRM.
Research and respond to internal and external inquiries in a timely manner.
Coordinate internal and external mailings as needed.
Provide periodic reports and communications about required deadlines and outstanding items.
Maintain marketing and promotional supplies and order new supplies.
Establish, maintain, and update files and records.
Review documentation for accuracy and completeness.
Perform other duties and projects as assigned.