Executive Assistant - Distribution

About the role

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.
• Provide Philadelphia office support for board meetings, events, etc.
• All other duties as assigned.

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.

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.