Sales Assistant

Job Summary

Providing proactive administrative and operational support, the full-time Sales Assistant will assist the Vice President of Strategic Distribution and the Assistant Vice President of IFN Operations remotely, focusing on team coordination, reporting processes, and database management.

Key responsibilities

• Provide administrative, operational, and project support to leadership and their teams
• Manage multiple databases for distribution operations and reporting, identifying new reporting opportunities
• Prepare presentations and coordinate meetings, travel arrangements, and department events

Required qualifications

• High school diploma or equivalent required; Bachelor's degree preferred
• Five to seven years of relevant administrative or operational experience, preferably in the financial services industry
• Proficiency in Microsoft Office, particularly with advanced PowerPoint skills
• Strong understanding of AI tools and willingness to learn new technologies
• Experience managing multiple CRM or business databases with a focus on data quality