Sales Team Coordinator Specialist
1 week ago
Job Overview
Saturna Capital is seeking a highly skilled and organized Sales Team Coordinator to support the Regional Manager Sales Team, providing excellent internal and external customer service. The ideal candidate will be a self-starter, professional, and reliable individual with excellent computer skills.
Responsibilities:
- Create daily, weekly, monthly, and quarterly reports for senior management and board members using CRM software like Wealthbox.
- Assist the sales team with coordinating events and sponsorships, ordering marketing materials, and tracking sponsorship payments.
- Provide sales support to Regional Managers by managing sales workflow proactively, tracking and ensuring timely completion of requests.
- Coordinate presentations at various locations and attend events periodically.
Requirements:
- Bachelor's degree or equivalent combination of education and experience.
- Familiarity with the Muslim community and interest in financial services.
- Excellent interpersonal and communication skills, with the ability to interact confidently with senior management and board members.
- Ability to obtain FINRA SIE, Series 7 and 63 Licenses within first 9 months of employment.
Benefits:
- Competitive salary range: $23.50 - $27.50 per hour (DOE).
- Medical coverage; High-deductible plan* offers full family coverage at no cost to employee.
- 401k with generous match and profit sharing.
- 11 personal and 10 vacation paid days off after first year of service.
We are an Equal Opportunity Employer and a Drug-free Workplace.
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