Position Summary
The Executive Assistant to the Head of Distribution will provide strategic administrative and organizational support to the Head of Distribution.
Responsibilities
• Ensure effective daily operations of the sales team through coordination with the Head of Distribution.
• Encourage and enhance the flow of information across the sales team and between departments.
• Provide day-to-day support for the Head of Distribution; including coordination of meetings, meeting prep, calendar management, managing interactions within the sales team, and organizing executive level communications.
• Coordinate tracking and reporting of sales opportunities through their lifecycle for leadership’s visibility.
• Support accuracy and organization of sales data within the CRM by coordinating with the members of the sales team and the Head of Distribution.
• Identify and recommend improvements and efficiencies to the sales team’s ongoing operations.
• Philadelphia office support for board meetings, events, etc.
• All other duties as assigned.
Desired Skills and Experience
• Experience in financial services sales or sales leadership.
• Exceptional written and verbal communication skills.
• Impeccable organization and time management skills, and strong internal motivation.
• Ability to navigate ambiguity and devise creative solutions to complex challenges.
Requirements
• 10+ years working closely with an Executive or leadership team
• Ability to build and maintain relationships across all levels of an organization
• Proficient with Microsoft Office applications with an emphasis on PowerPoint
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
Job details are sourced from the employer's original posting.
Open job postingAbout the company
Axcelus Financial is a financial services company.