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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.
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.
" 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
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.
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.
" 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
