PTMA Financial Solutions · 13 hours ago
Sales Support Specialist
Lancaster, PA
Full-time
Onsite
Entry Level
1+ years expPTMA Financial Solutions provides treasury management and financial services to public sector clients. The Sales Support Specialist supports the Investment Team by ensuring operational excellence and delivering exceptional service through collaboration, accurate transaction processing, and maintaining client profiles.
Financial Services
Responsibilities
Provides proactive support to team members to foster collaboration and operational efficiency
Responds promptly to customer inquiries, including account changes, and issue resolution (non-sales related items)
Collaborates with internal and external partners to ensure the accurate and timely processing of daily tasks, including transaction settlements
Updates and manages internal databases and CRM systems, ensuring the accuracy of records related to authorized signors, account maintenance, and meeting agendas
Develops and maintains client cash flow profiles in collaboration with internal and external stakeholders, supporting the relationship management team in investment analysis and opportunity identification
Prepares, updates, and reviews bond proceeds management reports in partnership with the relationship management team
Creates and maintains regular internal reports (daily, weekly, monthly, quarterly) to support business operations and decision-making
Acts as a main IT Liaison for the Investment Team, overseeing technology support, resolving issues, and ensuring smooth integration of investment tools and systems to enhance team efficiency (future aspect of the role)
Performs other duties and responsibilities as assigned by management, demonstrating flexibility and commitment
Qualification
Required
Ability to take initiative and willingness to go the extra mile for our clients
Attention to detail
Ability to prioritize work with many conflicting deadlines
Ability to work well under pressure
Ability to collaborate and problem solve with both technology and business team members
Excellent English communication skills, both written and verbal
Bachelor's degree (B.S.) in Business Management (with a focus on Accounting, Finance, IT, or Marketing) from a four-year college or university, along with one to two years of relevant experience and/or training, or an equivalent combination of education and experience
Must be able to work at a computer for long periods of time
Lift up to 15 lbs
Preferred
Preferred experience in Investment Management (Broker-Dealer–Advisor) Environment but not required
Company
PTMA Financial Solutions
PTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector.
Denver, Colorado, US
201-500 employeesFunding
Current Stage
Growth StageCompany data provided by crunchbase