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RH
Robert Half
Sales Assistant
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Job Description
We are looking for a detail-oriented Sales Assistant to support client service and administrative operations for a busy advisory team in Florham Park, New Jersey. This contract opportunity with permanent potential is ideal for someone who is highly organized, comfortable handling time-sensitive financial requests, and confident managing follow-up with accuracy. The role blends client support, calendar coordination, and process-driven account administration, requiring strong communication skills and careful documentation at every stage.
Responsibilities:
- Process client service requests by reviewing instructions, initiating account-related transactions, and ensuring disbursements are recorded accurately in internal systems.
- Coordinate advisor calendars by arranging client appointments, reserving meeting times carefully, and preventing scheduling conflicts.
- Prepare and route paperwork for account updates such as new account setup and beneficiary changes, making sure documents are completed and submitted to the appropriate teams.
- Track each request from initiation through completion, following up on outstanding items and resolving issues that may delay processing.
- Maintain thorough and organized notes so client interactions, requests, and next steps are clearly documented.
- Communicate with clients and internal departments to confirm details, provide updates, and support timely completion of service needs.
- Handle inbound calls and respond to routine inquiries with professionalism while directing more complex matters to the appropriate advisor or team member.
- At least 1 year of experience in sales support, client service, administrative coordination, or a related position.
- Working knowledge of CRM tools and the ability to keep client records accurate and up to date.
- Experience with data processing and handling detailed transactional or account-related information.
- Strong calendar management skills with the ability to organize meetings and manage follow-up tasks efficiently.
- Comfortable answering inbound calls and communicating clearly with clients and internal stakeholders.
- Familiarity with cash activity processing or other financial transaction support is preferred.
- Excellent attention to detail, strong organizational habits, and the ability to follow established procedures consistently.