Sales Coordinator at AssetMark managing financial reports and supporting the sales team. Requires strong communication and organizational skills in a high-paced environment.
Responsibilities
Generate and manage financial reports for the sales team
Perform maintenance and administration tasks within Salesforce
Order marketing materials for advisors, prospective advisors, and sales team
Execute call campaigns to drive participation in conferences, webinars, and regional events
Perform other related duties as assigned to support the team’s goals
Requirements
Bachelor’s degree in a business or finance field
Sales or customer service experience
Strong time management and organizational skills
Ability to adapt quickly and prioritize tasks effectively in a fast-paced environment
Self-motivated with the ability to work independently
Strong interpersonal and phone communication skills
Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
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