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Portfolio Sales Administrator

Walrath Recruiting, Inc.
Duanesburg, NY Full Time
POSTED ON 3/30/2025
AVAILABLE BEFORE 4/28/2025

Salary : $40,000 to $60,000

Job Title : Portfolio Sales Administrator

Job # : 5214

Location : Duanesburg, NY

Category : Sales / Administrative / Finance

Position Type : Full-time, Permanent

Description :

Our client is currently seeking a Portfolio Sales Administrator 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
  • Health, Dental, & Vision
  • 401K
  • Salary : $40,000 - $60,000

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