What are the responsibilities and job description for the Sales Support Professional position at David Lerner Associates, Inc.?
About the Role
This role provides professional administrative, customer service, and marketing support to our Investment Counselors and their clients.
The ideal candidate will have a strong background in administrative support and be comfortable using Microsoft Office Suite (especially Word and Outlook).
Responsibilities include answering phones, providing exceptional customer service, working collaboratively with Investment Counselors, processing new account paperwork, preparing income planners, and assisting with seminar preparations.
