Demo

SalesBrokerage - Client Services Assistant

Pacer Group
San Diego, CA Full Time
POSTED ON 2/17/2025
AVAILABLE BEFORE 5/6/2025

Title : Client Services Assistant

Shift : MF 8am 5pm

Remote / Hybrid / InPerson : Inperson

Location : San Diego CA

Duration : 5 Months (Possible extension)

Resources typical working day :

  • Administrative and marketing
  • Handles requests from brokers
  • Creating marketing materials
  • Using PowerPoint

Years of Experience needed :

Level of Education :

  • H.S Diploma some college preferred
  • Systems / Software proficiencies :

  • Microsoft Office
  • InDesign
  • Adobe
  • Certifications / Licenses :

  • n / a
  • Top Must have Skills :

  • In office experience
  • Administrative experience
  • Good communication skills
  • Top Nice to have Skills :

  • High proficiency in Office or computer design skills
  • Job Description :

  • Associates degree (A.A.) or equivalent from 2year college required.
  • 2 years experience providing administrative support to multiple or team of professionals; ability to determine and respond to conflicting priorities preferred.
  • Work experience in Sales or Marketing environment preferred.
  • Ability to comprehend and interpret instructions short correspondence and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients coworkers and / or supervisor.
  • Requires knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages discounts and / or commissions.
  • Conducts basic financial analysis.
  • Ability to abstract a lease. Ability to understand and carry out general instructions in standard situations.
  • Ability to solve problems in standard situations. Requires basic analytical skills. Advanced skills with Microsoft Office Suite internet research and web publishing skills.
  • Ability to manipulate basic templates in Power Point and / or In Designed preferred. Basic knowledge of accounting and marketing preferred.
  • Provides general administrative support to an office or group of sales professionals.
  • Collects compiles and analyzes moderately complex data and information.
  • Composes straightforward written descriptions of results. Gathers supporting documentation to complete voucher forms and process Brokers commission payments while abiding by company accounting policies as well as local and national laws.
  • Maintains client brand product office and client messaging and consistency by applying templates to produce marketing materials including flyers proposals tour books maps floor plans and qualification packages. Answers screens and directs incoming telephone calls.
  • Responds to general inquiries and provides information as needed while maintaining confidentiality of Sales Marketing Client and proprietary information and data in all communications.
  • Reads and routes incoming mail. Composes and prepares routine correspondence faxes and emails for sales professionals.
  • Maintains and updates relevant databases and assists with website updates. Organizes and maintains filing system file correspondence and other records.
  • May coordinate schedules and appointments for sales team members. May attend Sales team meetings for the purpose of recording meeting minutes or action items.
  • Other duties may be assigned. No formal supervisory responsibilities in this position.
  • Decisions made with general understanding of procedures and company policies to achieve set results and deadlines.
  • Errors in judgment may cause negative impact to external and internal clients.
  • Key Skills

    Business Development,Customer Services,Journal Entries,Powerpiont,Account Management,Communication,CRM,General Ledger Accounts,Salesforce,Project Management,Client Services,Payroll,Customer Relationships,Client Management,Data Analysis

    Employment Type : Full Time

    Vacancy : 1

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