Sales Assistant

Description We are looking for a dedicated and detail-oriented Sales Assistant to join our team in Morristown, New Jersey. In this role, you will play a crucial part in supporting client service and administrative processes while ensuring accuracy and efficiency. This is a Contract to permanent position, offering the opportunity to transition into a long-term role based on performance.

Responsibilities:

- Process client service requests, such as managing financial transactions and ensuring proper documentation in internal systems.

- Coordinate and schedule meetings for advisors, including managing calendars to prevent conflicts and handling follow-ups after meetings.

- Execute account-related tasks like opening new accounts, updating beneficiary information, and preparing necessary forms for client signatures.

- Ensure all documentation is submitted to the appropriate department and resolve any issues that arise during processing.

- Maintain accurate and detailed records of all client interactions and service activities.

- Respond to inbound calls, addressing client inquiries and providing timely assistance.

- Monitor and process cash activity requests and ensure compliance with company procedures.

- Utilize CRM systems to track client information and streamline service workflows.

- Collaborate with team members to improve processes and enhance client satisfaction.

- Uphold confidentiality and professionalism in handling sensitive client information. Requirements - At least 1 year of experience in a client service or administrative role.

- Proficiency in CRM software to manage client information and workflows.

- Strong organizational skills and the ability to handle multiple tasks simultaneously.

- Experience in data processing and maintaining accurate records.

- Excellent communication skills for answering inquiries and coordinating meetings.

- Familiarity with handling cash activity and financial transactions.

- Attention to detail and a process-oriented mindset.

- Ability to work independently and as part of a team. Talent Match®

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ()  and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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