Bray Financial Services
Sales/Marketing Support Admin- Part-Time
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Job Description
Role and Responsibilities
Sales Support Specialist
Financial services firm in search of someone who loves to serve.
Will take care of all aspects of sales and marketing support.
Being detail-oriented, organized, and accurate with paperwork is essential.
Job brief
Responsibilities include but are not limited to
- Act as the point of contact between the team and internal/external clients and prospective clients
- Handling of legal contracts and applications
- Handle requests and queries appropriately
- Manage calendar and schedule meetings as needed
- General paperwork and filing as needed
Will need to be fingerprinted and have a background check done.
Qualifications and Education Requirements
Requirements
- Outstanding organization and time management skills
- Ability to multitask and prioritize daily workload
- Excellent verbal and written communications skills
- Discretion and confidentiality
- Reliable automotive transportation
Detailed Duties
- Responsible for being a primary communicator to inbound and outbound communications
- Keeping Pipeline up-to-date
- Covering positions as needed (we are a small team)
- Visiting leads, prospects, and clients off-site as needed
- Social Media interaction
- Answer/Resolve all Calls/Voicemails
- Prep Meeting Agendas
- Send out internal communications daily and as needed (including but not limited to mailings & emails, celebratory communications)
- Print out reports (including notes, opportunities & call logs)
- Setup new leads properly in database
- Tasks & Workflows
- Prep Appointment Folders
- Keep Calendars up-to-date (including meeting times, prep times, etc.)
- Email Coordination
- Paperwork- Prep, Filing, Scanning, and Organization
- Assistance w/Marketing Events & Campaigns (on-site and off-site)
- Update Information to State & Federal Agencies as needed (including licensing)
- Assist w/other duties as needed
Job Type: Part-time
Pay: $18.00 - $22.00 per ho
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