AssetMark is the leading provider of investment solutions for independent financial planners, and they are seeking a Sales Coordinator to support their sales team. This role involves generating financial reports, managing tasks within Salesforce, and executing call campaigns to enhance participation in events.
Responsibilities
- Generate and manage financial reports for the sales team
- Perform maintenance and administration tasks within Salesforce
- Order marketing materials for advisors, prospective advisors, and the sales team
- Execute call campaigns to drive participation in conferences, webinars, and regional events
- Perform other related duties as assigned to support the team’s goals
Skills
- Strong time management and organizational skills
- Ability to adapt quickly and prioritize tasks effectively in a fast-paced environment
- Self-motivated with the ability to work independently
- Strong interpersonal and phone communication skills
- Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
- Bachelor's degree in a business or finance field
- Sales or customer service experience
- Candidates must be legally authorized to work in the US to be considered
- We are unable to provide visa sponsorship for this position
Benefits
- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
Company Overview
AssetMark is an investment adviser registered with the Securities and Exchange Commission. It was founded in 1996, and is headquartered in Concord, California, USA, with a workforce of 501-1000 employees. Its website is http://www.assetmark.com.