What are the responsibilities and job description for the Financial Services Assistant position at Fenimore Asset Management?
We are looking for a highly skilled and motivated individual to join our team as a Financial Services Assistant. This role will play a critical part in supporting the distribution and sales functions, working closely with various team members to drive business development efforts nationwide.
Key Responsibilities:
- Collaborate with CRM database systems to track and analyze sales and marketing performance.
- Manage electronic distribution for Sales, ensuring timely and effective communication with investors.
- Develop and implement process improvements to enhance the overall sales and marketing strategy.
- Engage with internal stakeholders to identify opportunities for growth and develop strategic plans to achieve them.
- Prepare and present regular reports on sales and marketing performance.
- Stay up-to-date with industry trends and best practices, applying this knowledge to inform business decisions.
Qualifications:
- Bachelor's degree required with a minimum GPA of 3.4.
- 0-3 years' experience in sales or a related field.
- Strong analytical and problem-solving skills, accompanied by excellent written and verbal communication skills.
- Experience with CRM systems and Microsoft Office is highly desirable.
- Ability to work effectively in a fast-paced environment, prioritizing multiple tasks and deadlines.
