on-site in Bellevue, WA. 5 days per week. Work hours 5 : 30 AM to 1 : 30 PM

Pay rate : 25 - 35 per hour.

Coordinating events, mail review, voicemail handling, archiving, recruitment administration

Sales Support Administrator Job Description

Position Summary : Aligned to company vision to be recognized as the leading provider of financial advice and solutions and the top destination for talent, the Firm Support role is a critical asset to the firm.

The position will purposefully focus on recruiting, marketing and sales support activities to drive market and revenue growth.

Candidates will have solid knowledge and experience in the financial services industry or prior experience supporting strategic initiatives.

Primary focus areas of this role include : Recruiting initiatives related to financial professionals;

Responsibilities may include :

Partner with firm advisor teams to identify needs and partner with Recruiting Organization to recruit team members to fill those needs

Source both inexperienced and experienced candidates to the firm

The Support role is a critical asset to the firm. The position will purposefully focus on recruiting, marketing and sales support activities to drive market and revenue growth.

Candidates will have solid knowledge and experience in the financial services industry or prior experience supporting strategic initiatives.

Recruiting initiatives related to financial professionals; responsibilities may include :

Partner with firm advisor teams to identify needs and partner with Recruiting Organization to recruit team members to fill those needs

Source both inexperienced and experienced candidates to the firm.

Engage with candidates to schedule appointments, organize interviews, conduct appropriate introductions and coordinate VIP days for prospective experienced financial professionals

Evaluate resumes, select prospective financial professional candidates with the required experience, competency and skill for the leadership team to review

Support inexperienced and experienced financial professionals' licensing and onboarding process

Participate in virtual recruiting webinars by coordinating logistics such as managing the technology, target potential experienced financial professionals and drive attendance

Monitor candidates as they progress through the pre-hire and appointment process

Provide regular candidate pipeline updates to the Regional Recruiting team

CDP Coordinator for firm; as such maintain ongoing communication

Marketing activities to help drive market growth; responsibilities may include :

Research market opportunities and work with leadership team in development of strategies and plans to grow market, track and report results

Increase visibility and brand awareness through oversight of firm's social media platforms such as the firm's home page and LinkedIn postings

Coordinate and execute logistics in support of the firm's seminar strategy (target audience, drive attendance, manage the venue or technology, track results, etc.)

Effectively leverage library of marketing materials and programs available to help grow markets, increase contacts and position the firm as a financial resource to the community

Promote firm's Inclusion and Diversity strategy

Drive firm quarterly newsletter initiatives

Sales support to help drive revenue growth; responsibilities may include :

Owner "lead optimization strategy for the firm, to help improve lead program scoring factors and conversion results to increase revenue;

firm liaison with the Leads Program office to maximize lead program effectiveness

Support Team Coaching, including tracking commitments, accountability and measuring / reporting results

Manage the new business submission process (NIGO resolution, minimize time from application to delivery / investment, follow on outstanding transfer of assets, etc.)

Partner with leadership team to use 4 Disciplines of Execution Strategy framework to execute on firm's most critical goals as well as monitor and report out on results.

Provide new business technology and training support to advisors aligned to the firm (eMoney, eLife, AnnuityNet, Wealthscape, etc.)

Financial Support to help manage firm expenses, responsibilities may include :

Handle Compensation appeals on behalf of advisors and / or firm

Field Cash Management, including voucher processing oversight

Agency Reimbursement Credit Account (ARC) oversight

Office responsibilities to ensure operational efficiency may include :

Manage internal communications

Schedule firm wide meetings, including coordinating seasonal celebrations for the firm

Provide back-up support to manage the front office

Monitor adherence with mandatory training requirements

Other administrative responsibilities such as scheduling, calendar management and travel arrangements

Responsibilities listed above may or may not apply depending on the unique needs of each firm / position.

Competency and Skill Required

Initiative

Flexibility

Organizational and time management

Excellent interpersonal / customer service and communication

Teamwork and collaboration, as well as the ability to work independently

A passion for building relationships

Ability to work across all levels of the organization

Work effectively in a faced paced environment

Maintain confidentiality of information

Attention to detail

Demonstrated ability to continuously learn

Proficient with Microsoft applications, including Word, PowerPoint, and Excel

Experience with Salesforce, Microsoft Teams, Zoom platform, and LinkedIn is a plus.

Experience

One to three years business experience in the Financial Services industry

Recruiting, marketing and sales preferred

LI-AR1

Last updated : 2024-04-30