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Sales & Administrative Coordinator - Financial Firm - Valencia, CA

Advisor Employee Services
Santa Clarita, CA Full Time
POSTED ON 2/12/2025
AVAILABLE BEFORE 5/12/2025

Sales & Administrative Coordinator

Financial Literacy Institute firm in Valencia, CA is seeking a part-time Sales & Administrative Coordinator. Candidates must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and be skilled with technology. If you are seeking an amazing career opportunity, please apply today!

Key Responsibilities :

  • Sales Support :

Make outbound calls to potential and existing clients to generate leads and maintain relationships.

  • Follow up with clients after initial outreach or sales meetings.
  • Assist in managing the sales pipeline and ensure accurate data entry into CRM systems.
  • Support the team with presentations, proposals, and other sales materials.
  • Help with sales order processing, contract preparation, and tracking of sales targets.
  • Customer Interaction :

    • Respond promptly to client inquiries and provide excellent customer service.

  • Address client concerns, provide solutions, and ensure customer satisfaction.
  • Administrative Tasks :

    • Manage and maintain accurate records of sales and client interactions.

  • Schedule meetings, appointments, and coordinate with
  • Maintain office supplies and ensure the office runs smoothly.
  • Communication & Collaboration :

    • Communicate effectively with clients and advisors.

  • Assist with the coordination of promotional events or webinars.
  • Stay updated on product knowledge and industry trends to support sales efforts.

    • Skills and Qualifications :

  • Excellent verbal and written communication skills.
  • Strong organizational and time management abilities.
  • Detail-oriented and able to handle multiple tasks with a high degree of accuracy.
  • Tech-savvy, with proficiency in CRM software (Salesforce, HubSpot, etc.), Microsoft Office Suite, and other business tools.
  • Ability to think critically and solve problems quickly.
  • A customer-oriented attitude with a professional demeanor.
  • Previous experience in sales support or administrative roles is a plus.

    • Preferred Qualifications :

  • Experience in a similar sales or administrative support role.
  • Knowledge of basic sales principles and practices.

    • Hours

  • Flexible working hours
  • 30 hours per week with the potential to become full-time
  • Hybrid

    • Salary

  • 20-$22 / hr

    • Presented by Advisor Employee Services Thank you for your interest in the Sales & Administrative Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https : / / aesplacement.com / . We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

    Salary : $20 - $22

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