We are seeking a professional and dynamic Administrative Sales Assistant to join our team on a temporary basis, covering for an employee on maternity leave. This full-time position is essential to maintaining the seamless operation of our services during this period.
Key Responsibilities:
Handle incoming and outgoing calls to schedule appointments with a financial advisor.
Manage and organize the advisor’s calendar, coordinating between multiple credit union branches.
Support a Financial Analyst by attending client meetings and providing administrative assistance.
Maintain a professional demeanor and strong image at all times.
Take detailed notes during phone calls and manage call transfers.
Conduct follow-ups on referrals, aiming for approximately 30 referrals per month.
Requirements:
Professional with a strong administrative and office management background.
Must have a reliable car for travel between office locations.
Ability to work efficiently and effectively in a dynamic environment.
Strong phone skills and experience in handling a high volume of calls.
Excellent note-taking abilities and office management experience.
Calendar management experience.
Financial services background is beneficial but not required.
AimHire is an equal opportunity employer.
