Sales Support Administrator
About The Position
The Sales Support Administrator (SSA) enables advisor productivity and protects the client experience through disciplined operational execution, sound judgment, and proactive problem solving. The role partners with Advisors, field leadership, and centralized support teams to support day-to-day operations across onboarding, access management, compliance support, compensation coordination, marketing administration, and system troubleshooting. The SSA translates enterprise processes and requirements into consistent local execution, reinforcing operational discipline, risk awareness, and collaboration while resolving complex, time-sensitive issues with minimal escalation. The role supports business continuity and operational excellence, coordinates onboarding and transitions for Advisors, Marketing Assistants (MAs), and interns, and serves as a liaison between field offices and centralized technology, compensation, licensing, and marketing teams. It also maintains accurate advisor data, marketing materials, and branding elements across internal and external platforms to support a professional, compliant, client-ready advisor presence. This is a hybrid position requiring a Monday through Friday commitment, with a combination of in-office and remote work.
Requirements
- Minimum one to three years of business experience in the Financial Services Industry.
- Proficiency with Microsoft applications, including Word, Excel, PowerPoint, Teams, and Outlook.
- Strong organizational, problem-solving, and follow-through skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Experience navigating complex systems and cross-functional processes.
- Professional communication skills and sound judgment when handling sensitive or time-critical issues.
Nice To Haves
- Experience supporting recruiting, marketing, and sales.
- Experience with Salesforce, Zoom platform, and LinkedIn.
Responsibilities
- Enable advisor productivity and business continuity by accurately and promptly executing operational processes.
- Proactively manage access, onboarding, and system issues so Advisors can focus on servicing clients and growing their business.
- Apply attention to detail, sound judgment, and compliance with business standards to mitigate risk and maintain operational excellence.
- Identify and resolve issues efficiently, escalating when appropriate to protect data integrity, compensation accuracy, and regulatory readiness.
- Coordinate documentation, system access, and workflow completion for onboarding and role changes involving Advisors, Marketing Assistants, and interns.
- Serve as a liaison between field offices and centralized technology, compensation, licensing, and marketing teams to resolve issues and align stakeholders.
- Maintain accurate advisor data, marketing materials, and branding elements across internal and external platforms.
- Ensure client-facing materials are accurate.
Benefits
- Market-competitive base salary with yearly bonus potential at every level.
- Medical, dental, vision, life insurance, and disability insurance.
- Paid Time Off (PTO) and leaves of absence, including parental and military leave.
- 401(k) plan with company match up to 4%.
- Company-funded pension plan.
- Wellness programs, including up to $1,600 per year in reimbursement for items purchased to support personal wellbeing needs.
- Work/Life Resources supporting topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
- Education Benefit to help finance traditional college enrollment toward an approved degree and many accredited certificate programs.
- Employee Stock Purchase Plan with shares available at 85% of the lower of the beginning or end purchase-period prices.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
