Sales Support Specialist

PTMA Financial Solutions, provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to more than 12,000 local governments, school districts and other public entities, we also partner with over 1,000 financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entities plus stable deposit funding solutions for financial institutions. Our financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm’s primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.

Job Summary

The Sales Support Specialist serves as a key resource in supporting PMA's Investment Team by driving investment processes and ensuring operational excellence. This role is focused on delivering exceptional service by fostering collaboration with internal and external partners, ensuring accurate transaction processing, and maintaining robust client profiles to support the team’s investment analysis. This highly collaborative position will continue to evolve, with the addition of serving as an ‘IT Liaison Support’ for the team.

Additionally, the Sales Support Specialist is responsible for preparing detailed reports, responding promptly to client inquiries, and identifying opportunities to enhance operational efficiency.

Duties/Responsibilities

• Provides proactive support to team members to foster collaboration and operational efficiency.
• Responds promptly to customer inquiries, including account changes, and issue resolution (non-sales related items).
• Collaborates with internal and external partners to ensure the accurate and timely processing of daily tasks, including transaction
  
  

settlements.

• Updates and manages internal databases and CRM systems, ensuring the accuracy of records related to authorized signors,
  
  

account maintenance, and meeting agendas.

• Develops and maintains client cash flow profiles in collaboration with internal and external stakeholders, supporting the
  
  

relationship management team in investment analysis and opportunity identification.

• Prepares, updates, and reviews bond proceeds management reports in partnership with the relationship management team.
• Creates and maintains regular internal reports (daily, weekly, monthly, quarterly) to support business operations and decision-
  
  

making.

• Acts as a main IT Liaison for the Investment Team, overseeing technology support, resolving issues, and ensuring smooth
  
  

integration of investment tools and systems to enhance team efficiency (future aspect of the role).

• Performs other duties and responsibilities as assigned by management, demonstrating flexibility and commitment.
  
  

Required Skills/Abilities

• Ability to take initiative and willingness to go the extra mile for our clients
• Attention to detail.
• Ability to prioritize work with many conflicting deadlines
• Ability to work well under pressure
• Ability to collaborate and problem solve with both technology and business team members.
• Excellent English communication skills, both written and verbal
  
  

Education And Experience

• Bachelor’s degree (B.S.) in Business Management (with a focus on Accounting, Finance, IT, or Marketing) from a four-year college or
  
  

university, along with one to two years of relevant experience and/or training, or an equivalent combination of education and

experience.

• Preferred experience in Investment Management (Broker-Dealer–Advisor) Environment but not required
  
  

Physical Requirements: Must be able to work at a computer for long periods of time. Lift up to 15 lbs.

The Pay Range For This Role Is

50,000 - 55,000 USD per year(Pennsylvania)