Portfolio Sales Administrator

Salary: $40,000 to $60,000Job Title: Portfolio Sales AdministratorJob #: 5214Location: Duanesburg, NYCategory: Sales/Administrative/FinancePosition Type: Full-time, PermanentDescription:Our client is currently seeking a Portfolio Sales Administrator to join their team. This is a full-time, permanent position.Responsibilities Include:Utilize multiple CRM systems (primarily Salesforce) to manage, track, and monitor sales and marketing activities for new and existing investors.Oversee electronic distribution efforts, including managing and maintaining contact lists, targeting constituencies, and tracking campaign outcomes and lead generation.Prepare and distribute monthly and quarterly sales activity reports.Develop and update sales collateral for ongoing communications with third parties and prospects.Qualifications:A Bachelor's Degree is required.A minimum of 0-3 year's experience in financial services.CRM/Salesforce knowledge preferred.Proficiency with Microsoft Windows requiredExceptional written and verbal communication skills.Hours & Benefits:M -F 8-5In-PersonPTOHealth, Dental, & Vision401K

Created: 2025-01-28