What are the responsibilities and job description for the Finance Administrator position at Walrath Recruiting, Inc.?
Salary: $40,000 to $60,000
Job Title: Finance Administrator
Location: Duanesburg, NY
Category: Sales/Administrative/Finance
Position Type: Full-time, Permanent
Description:
Our client is currently seeking a Investment Analyst to join their team. This is a full-time, permanent position.
Responsibilities Include:
- Utilize multiple CRM systems (primarily Salesforce) to manage, track, and monitor sales and marketing activities for new and existing investors.
- Oversee electronic distribution efforts, including managing and maintaining contact lists, targeting constituencies, and tracking campaign outcomes and lead generation.
- Prepare and distribute monthly and quarterly sales activity reports.
- Develop and update sales collateral for ongoing communications with third parties and prospects.
Qualifications:
- A Bachelor’s Degree is required.
- A minimum of 0-3 year’s experience in financial services.
- CRM/Salesforce knowledge preferred.
- Proficiency with Microsoft Windows required
- Exceptional written and verbal communication skills.
Hours & Benefits:
- M -F 8-5
- In-Person
- PTO
- Health, Dental, & Vision
- 401K
Salary : $40,000 - $60,000
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