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Finance Administrator

Walrath Recruiting, Inc.
Duanesburg, NY Full Time
POSTED ON 1/21/2025 CLOSED ON 1/29/2025

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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