Executive Assistant - Distribution

Axcelus Financial; Philadelphia (Philadelphia County); On-site; USD 85,000 - 110,000; Full time

Job summary

Axcelus Financial is seeking an Executive Assistant to the Head of Distribution to provide strategic administrative and organizational support at the executive level. The role requires a seasoned professional adept at managing complex calendars, coordinating meetings, and communicating effectively across the sales organization.

You will drive information flow, oversee CRM data quality, track sales opportunities, and prepare reporting for leadership, while supporting the Philadelphia office and

Qualifications

• Over 10 years working closely with an executive or leadership team.
• Ability to build and maintain relationships across all levels of an organization.
• Exceptional written and verbal communication skills.
• Ability to navigate ambiguity and devise creative solutions to complex challenges.

Responsibilities

• Coordinate with the Head of Distribution to ensure effective daily operations of the sales team.
• Encourage and enhance the flow of information across the sales team and between departments.
• Provide day-to-day support for the Head of Distribution; including coordination of meetings, meeting prep, calendar management, managing interactions within the sales team, and organizing executive level communications.
• Coordinate tracking and reporting of sales opportunities through their lifecycle for leadership’s visibility.
• Support accuracy and organization of sales data within the CRM by coordinating with the members of the sales team and the Head of Distribution.
• Identify and recommend improvements and efficiencies to the sales team’s ongoing operations.
• Philadelphia office support for board meetings, events, etc.
• All other duties as assigned.

Skills

Financial services sales

Sales leadership

Communication skills

Organization & time management

Problem solving

Tools

Microsoft Office

PowerPoint

Job description

Position Summary

The Executive Assistant to the Head of Distribution will provide strategic administrative and organizational support to the Head of Distribution.

Brief Description

Position Summary

The Executive Assistant to the Head of Distribution will provide strategic administrative and organizational support to the Head of Distribution.

Responsibilities

• Ensure effective daily operations of the sales team through coordination with the Head of Distribution.
• Encourage and enhance the flow of information across the sales team and between departments.
• Provide day-to-day support for the Head of Distribution; including coordination of meetings, meeting prep, calendar management, managing interactions within the sales team, and organizing executive level communications.
• Coordinate tracking and reporting of sales opportunities through their lifecycle for leadership’s visibility.
• Support accuracy and organization of sales data within the CRM by coordinating with the members of the sales team and the Head of Distribution.
• Identify and recommend improvements and efficiencies to the sales team’s ongoing operations.
• Philadelphia office support for board meetings, events, etc.
• All other duties as assigned.

Desired Skills And Experience

• Experience in financial services sales or sales leadership.
• Exceptional written and verbal communication skills.
• Impeccable organization and time management skills, and strong internal motivation.
• Ability to navigate ambiguity and devise creative solutions to complex challenges.

Requirements

• 10+ years working closely with an Executive or leadership team
• Ability to build and maintain relationships across all levels of an organization
• Proficient with Microsoft Office applications with an emphasis on PowerPoint

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.