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Description

We are looking for a detail-oriented Sales Assistant to join our team on a long-term contract basis in Bridgewater, New Jersey. In this role, you will play a key part in supporting client portfolio management by ensuring accurate data maintenance and efficient documentation processes. This position offers an excellent opportunity to utilize your organizational skills and technical expertise to contribute to a dynamic sales environment.

Responsibilities:

• Maintain accurate and up-to-date client information within CRM systems.

• Organize and archive essential documents to ensure proper record-keeping.

• Process client-related paperwork and manage administrative tasks efficiently.

• Collaborate with team members to support portfolio management activities.

• Utilize Microsoft Office tools to create and manage reports and documentation.

• Leverage Salesforce to optimize client management processes and track performance.

• Ensure timely and accurate completion of sales-related tasks.

• Assist in streamlining workflows to enhance team productivity.

• Provide outstanding support to the sales team and clients as needed.

Requirements

• Minimum of 2 years of experience in a sales support or administrative role. Coming out of Financial or Wealth Management is a huge plus.

• Proficiency in Microsoft Office, including Word and Excel.

• Familiarity with CRM systems; experience with Salesforce is highly advantageous.

• Strong organizational and multitasking skills.

• Excellent attention to detail and accuracy in data management.

• Ability to communicate effectively and collaborate with team members.

• Problem-solving skills and the ability to work independently.

• Commitment to maintaining high standards of professionalism and client service.

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.

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) .