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Description

Robert Half is partnering with a financial services firm in the recruiting for a Sales Assistant to join their team. This is a mix of administrative support, sales assistance, and some business development duties to help drive growth within our organization assisting the Relationship Managers and Business Development Managers. This position is ideal for a proactive individual who thrives in fast-paced environments and is eager to make a significant impact.

This is a permanent placement opportunity offering full benefits package, generous time off, annual bonus eligibility and 401k matching.

Key Responsibilities:

Administrative Support:

+ Provide comprehensive administrative assistance to the sales and business development teams, including calendar management, scheduling meetings, and handling inbound calls.

+ Prepare presentations, financial documents, and reports using MS Office tools and CRM platforms.

+ Ensure the accurate and timely completion of client onboarding processes and maintain meticulous records of customer interactions.

Sales Assistance:

+ Assist the sales team with lead generation efforts by researching prospective clients and preparing briefing documents.

+ Manage CRM systems for tracking and updating client data, ensuring accuracy at all levels.

+ Support client inquiries and provide follow-up to ensure seamless communication between clients and internal departments.

Requirements

+ Bachelor’s degree in Business Administration, Finance, or a related field is preferred.

+ 2+ years of experience in an administrative or sales assistant role, ideally in the financial services industry.

+ Strong proficiency in CRM platforms and MS Office Suite.

+ Excellent communication and organizational skills.

+ Understanding of financial concepts and ability to interpret data.

+ Analytical mindset with the ability to contribute to business development objectives.

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.

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) .