Business Operations Assistant - Sales

Description

We are seeking a highly organized Business Operations Assistant to support the daily operational functions of our sales organization. This role is ideal for someone who thrives in a fast-paced environment and is passionate about working as team towards operational excellence. The Business Operations Assistant will work closely with the President and Director of Sales Enablement to enhance operational efficiencies, improve technology adoption, and support strategic initiatives that directly impact time management and advisor productivity.

Responsibilities

Executive and Sales Leadership Support

• Manage sensitive matters with a high level of confidentiality and discretion. 
• Assist in day-to-day activities including the coordination and management of meetings, active schedules, and email management.
• Coordinate onsite and offsite meetings, prepare relevant materials, order catering, take meeting minutes and follow up on action items. 
• Coordinate monthly sales meetings and Sales Advisor focus meetings. 
• Schedule and prepare materials for quarterly Sales Advisor conversations.
• Coordinate and track onboarding and training programs for unvalidated Advisors.
• Manage calendars for the President and Director of Sales Enablement.
• Provide administrative support, such as writing and editing documents in Word, Excel and PowerPoint. 
• Perform special projects and support strategic initiatives as assigned.

Systems Support

• Assist in the implementation and optimization of sales tools and technologies.
• Manage and update key sales reports in CRM.
• Audit CRM systems to ensure accurate client and prospect data to support marketing campaigns and automation.
• Run reports and provide data analysis as requested by sales leadership team.

Event Planning

• Assist in planning and execution of clients and prospect events, including educational seminars.
• Coordinate details for the bi-annual Sales Summit and the Annual Traction Meeting.

Requirements

Education | Experience

• Education: Associate’s or Bachelor’s degree preferred
• Experience: A minimum of three years of administrative support or executive assistanc

Knowledge | Skills

• Embodies our core values of Professional, Trust, Positive, and Team Player in all aspects of their work and relationships.
• Maintains professionalism and strict confidentiality with all materials and conversations.
• Strong abilities to prioritize tasks, manage multiple projects simultaneously, and meet deadlines effectively.
• Meticulous focus on accuracy and quality in all tasks
• Demonstrates exceptional communication skills, both verbal and written, to successfully interact with a variety of people inside and outside the organization.
• Aspires to be independently resourceful, but not afraid to ask questions within our supportive team environment.
• Proficiency in Microsoft Suite, calendar applications, and has the ability to quickly learn new software applications.

Physical Demands

• This role’s physical exertion is sedentary and within an office environment. 
• Exerting up to 10 pounds of force occasionally and a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. 
• Substantial movements and repetitive motion of the wrists, hands, and fingers. 
• Individuals should have close visual acuity to perform activities such as preparing and analyzing data and figures; transcribing, viewing a computer, and extensive reading.

This role will be located in Lincoln, Nebraska or LaVsita, Nebraska. Candidates must be willing to work from the office location 5 days/ week. 

UNICO Group is committed to the full inclusion of all qualified individuals. In keeping with our commitment, UNICO Group will take steps to ensure that people with disabilities are provided reasonable accommodation. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and to receive all other benefits and privileges of employment, contact People Operations at careers@unicogroup.com