Job Description

Responsibilities:

• Provide administrative support to the sales and operations teams, ensuring smooth workflow.
• Manage and maintain accurate records of applications, approvals, and related documentation.
• Coordinate with DSAs to track sales submissions, commissions, and payouts.
• Schedule and organize meetings, appointments, and training sessions.
• Handle correspondence, including emails and phone calls, professionally and promptly.
• Prepare reports and presentations as needed for management review.
• Monitor office supplies and ensure timely procurement as per requirements.
• Assist in onboarding new team members and facilitating orientation sessions.

Requirements:

• High school diploma or equivalent; a bachelors degree is a plus.
• 1-2 years of experience in an administrative or support role, preferably in the financial services sector.
• Proficiency in MS Office (Word, Excel, PowerPoint) and familiarity with CRM tools.
• Strong organizational and time-management skills.
• Excellent verbal and written communication skills.
• Ability to handle confidential information with integrity.
• Detail-oriented with a proactive approach to problem-solving.