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Lead Sales Support Specialist

2 months ago

Newport Beach, California, United States Revolution Technologies, LLC Full time
Contract Duration:
1+ month

Department:
Sales Support

Job Category:
Administrative/Office Support

Position Title:
Lead Sales Support Specialist

Role Overview:
This is a full-time, on-site position in a dynamic environment.

Qualifications:
Candidates must be a registered sales assistant with at least 4 years of experience in the financial services sector.

This temporary role is to cover for an associate on leave and may be extended based on the return date.

Key Responsibilities:
- Engage daily with prospective and existing clients via phone and in-person, addressing basic inquiries.
- Manage and follow up on client documentation to ensure proper account maintenance.
- Support Financial Advisors in marketing initiatives, including seminars and events.
- Process and manage securities transactions.
- Participate in cross-training and assist with various operational tasks as needed.

Essential Skills:
Hard Skills:
- Minimum of 4+ years in administrative support within financial services; experience in team support is preferred.
- Proficient in Microsoft Office Suite with the ability to navigate multiple systems simultaneously using dual monitors.
- Exceptional attention to detail.
- Strong verbal and written communication skills.

Soft Skills:
- Ability to thrive in a fast-paced, high-pressure environment.
- Strong work ethic with a willingness to exceed expectations.
- Adaptable to various personality types and open to learning.
- Assertive yet professional demeanor, maintaining composure under pressure.

Education Requirements:
- Minimum of an Associate's Degree is required.

Job Type:
Full-time, Contract

Compensation:
$30.00 per hour

Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance

Work Schedule:
- 8-hour shifts, Monday to Friday, with no weekends.