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Description

We are looking for a motivated and detail-oriented Sales Assistant to join our team. This is a remote role, and you will need to be able to work Central or Eastern hours. This is a Contract-to-permanent position where you will play a pivotal role in supporting our sales efforts, managing leads, and ensuring seamless communication with clients. If you thrive in a fast-paced environment and are eager to contribute to the growth of a dynamic financial services firm, we encourage you to apply. After 30 days you may be eligible for bonuses.

Responsibilities:

• Qualify and organize prospective sales leads using Salesforce and other CRM tools.

• Manage the company's inbox by sorting and prioritizing incoming leads for follow-up.

• Schedule and reschedule client meetings, ensuring all appointments are efficiently coordinated.

• Maintain accurate records of leads, communications, and activities within Salesforce.

• Respond to inbound inquiries with professionalism and provide timely assistance.

• Use G Suite tools to organize and manage sales-related documents and communications.

• Assist with data processing and reporting to support the sales team’s goals.

• Collaborate with team members to optimize buying processes and improve client experiences.

• Handle cash activity and ensure compliance with company policies when applicable.

• Provide administrative support to enhance overall sales operations.

Requirements • At least 1 year of experience in a sales support or administrative role.

• Proficiency in Salesforce administration and other CRM platforms.

• Familiarity with financial services industry tools such as ADP, Concur, or similar.

• Strong organizational skills and attention to detail.

• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.

• Excellent communication skills, both verbal and written.

• Experience with G Suite and data processing tools.

• Comfortable handling inbound calls and client communications. TalentMatch®

•Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .