Tews Company · 5 days ago
Senior Sales Administrative Associate
Tews Company is a great organization located in downtown Orlando, seeking a Senior Sales Administrative Associate. This role provides high-level administrative and operational support to the Director of Administration and sales teams to maximize efficiency and ensure smooth day-to-day operations, focusing on sales initiatives through project coordination and data management.
ConsultingHuman ResourcesRecruitingStaffing Agency
Responsibilities
Serve as a subject matter expert in Salesforce and Marketo
Process, track, and manage sales campaigns, mailings, mass emails, and related activities
Prepare and deliver statistical and activity reports for leadership and sales teams
Maintain data integrity through ongoing research, list management, campaigns, and lead tracking
Process, document, and track expenses, invoices, and check requests in compliance with internal policies
Manage logistics for group meetings and sales events, including invitations, materials, follow-up, and tracking
Coordinate literature and marketing material requests and track fulfillment
Manage shared inboxes, website inquiries, and general sales support requests
Assist with calendar management, scheduling meetings, conference calls, and virtual meetings
Support compliance tracking and documentation requirements
Coordinate outreach such as thank-you notes, emails, and promotional items on behalf of the sales team
Assist financial professionals with planning and coordinating events
Manage notifications, system updates, and internal communications tools
Assist in creating training guides, documentation, and procedures
Perform general administrative duties such as ordering supplies, copying, and screening calls
Proactively identify issues, analyze situations, and recommend solutions
Anticipate sales team needs and coordinate appropriate resources
Perform other duties as assigned
Qualification
Required
Strong decision-making and problem-solving skills
Exceptional attention to detail and accuracy
Ability to maintain strict confidentiality
Strong organizational and multi-tasking abilities
Excellent verbal and written communication skills
Professional, diplomatic approach when working with internal teams and external partners
Ability to meet strict deadlines in a fast-paced environment
Team-oriented with a proactive, solution-focused mindset
Ability to prioritize effectively and manage competing demands
Quick learner with the ability to self-train
Comfortable receiving instruction and constructive feedback
Strong business math skills
Minimum of 5 years of relevant business experience and/or a four-year college degree
3–5 years of experience in a Sales Assistant, Sales Administration, or similar role
Proficiency in Microsoft Office (Word, Excel, Outlook)
Experience with CRM systems required
Preferred
Working knowledge of FINRA and SEC regulations
Ability to follow and support compliance requirements
At least 1 year of experience working with FINRA broker/dealer firms preferred
Salesforce and/or Marketo experience strongly preferred