Sales Support Administrator

Robert Half - Philadelphia, PA

Full-time - Entry Level

Philadelphia, PA

Administrative and Support Services

About the position

The Sales Support Administrator role at Robert Half is a long-term contract position within the Financial Services industry, focused on providing essential administrative support to the sales team. This position involves managing customer credit applications, maintaining customer records, and ensuring efficient operations within the sales process. The ideal candidate will possess strong communication skills and a background in sales support or administration, particularly in financial services.

Responsibilities

• Accurately process customer credit applications and ensure efficient handling of these applications.
• Perform data entry tasks to maintain and update customer records.
• Utilize CRM systems to manage customer information and track their account activities.
• Prepare presentations for meetings, ensuring that all necessary information is accurately represented.
• Proactively manage the preparation and organization of documents behind-the-scenes to support the advisors.
• Handle pre-filling of new account applications and dispatch them to clients for signature.
• Monitor customer accounts and take appropriate action when necessary.
• Follow-up on account openings to ensure they are completed in a timely manner.
• Provide additional administrative support to the advisors, enhancing overall team efficiency.
• Exhibit exceptional communication skills when liaising with advisors and occasionally with clients.

Requirements

• Minimum of 2 years of experience in a sales support or administrative role, preferably within the Financial Services industry.
• Proficiency in CRM and Database Management systems to effectively track and report on sales activities.
• Strong communication skills, both written and verbal, to facilitate clear and effective interactions with sales team and clients.
• Proven ability in Data Entry to ensure accurate and timely input of sales data.
• Experience in Application Administration, specifically in managing and troubleshooting sales and customer-related applications.
• Ability to Create Presentations using various software tools to support sales team in client pitches and meetings.
• Demonstrated experience in providing Administrative Assistance, including scheduling, organizing meetings, and handling correspondence.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• Life insurance
• Disability insurance
• 401(k) plan