Sales Assistant

Sales Assistant – Full Time Job DescriptionThe Sales Assistant is responsible for supporting our advisor team through a variety of tasks related to organization and communication to ensure high levels of customer satisfaction through excellent client service. Job Responsibilities & Duties (including but not limited to):Prepare sales documents, client reviews, and education materials to assist advisors in delivering and ensuring client satisfactionManage files and databases containing customer lists, sales leads, and other related details in PowerPoint and ExcelProvide a positive first impression experience through welcoming clients and guests to our office, at various events, and fielding incoming callsAssist with various forms of written communication and correspondence support to advisors in the form of letters, emails or notes composed and typed according to company proceduresReview calendars and schedules to create appointments when customers or other individuals request a meetingOpen, review, and distribute materials received in the office to the appropriate advisors Skills/Qualifications:Excellent verbal and written communication skillsStrong planning and organizational skillsProficient in the use of Microsoft Office Suite: Outlook, Word, Excel, and PowerPointExceptional phone etiquette and outgoing personalityExcellent time management skills and ability to multitask and prioritize workFamiliarity with content management systems (CMS) and customer relationship management (CRM) toolsAbility to work independently and as part of a team

Education/ExperienceBS/BA Degree preferredCustomer service backgroundExperience working in an advisor and/or wealth management firm prioritized Location:In person, at our office in Mequon, WI