We are looking for a Small Market Sales Assistant to join our team on a long-term contract basis in Highland Hills, Ohio. This role focuses on providing vital administrative support to sales representatives and leadership, ensuring smooth operations and efficient workflows. If you thrive in a fast-paced environment and enjoy collaborating with teams to meet deadlines, we encourage you to apply.<br><br>Responsibilities:<br>• Provide administrative assistance to support top-performing sales representatives and management.<br>• Utilize business software tools, including Salesforce, Microsoft Outlook, and spreadsheets, for organizing reports and correspondence.<br>• Coordinate submission workflows, ensuring timely communication with clients, referral sources, and sales representatives.<br>• Maintain accurate records by logging sales activity and completing necessary submissions.<br>• Collaborate with sales teams to meet deadlines and manage priorities effectively.<br>• Prepare and send well-crafted correspondence to clients and referral accounts.<br>• Organize and track reports, ensuring compliance with company standards.<br>• Handle ad hoc financial tasks, including data entry and spreadsheet management.<br>• Manage document handling processes, such as photocopying, scanning, and filing.<br>• Support CRM database management, ensuring data integrity and accessibility.
<p>We are looking for a Trade Allocation Specialist to join our client's team in Columbus, Ohio. This role involves managing trade allocation processes, ensuring compliance with regulatory requirements, and facilitating corrections for institutional clients. As a key member of the team, you will collaborate closely with clients, internal teams, and external counterparts to maintain accuracy and mitigate risks. This is a long-term contract to hire position.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the daily trade allocation process to ensure accuracy and timeliness.</p><p>• Collaborate with clients to address manual trade allocations and ensure regulatory compliance.</p><p>• Coordinate with internal teams and clients to manage and resolve trade corrections.</p><p>• Conduct detailed research and analysis to identify and rectify trade discrepancies.</p><p>• Keep up-to-date with industry regulations and compliance standards related to trade allocation processes.</p><p>• Document and maintain procedures and workflows for trade allocation activities.</p><p>• Identify and mitigate operational risks using a solid understanding of financial markets.</p><p>• Provide support on team projects and assist with ad hoc tasks as required.</p><p>• Build strong partnerships with business stakeholders to drive efficient trade processing.</p><p>• Perform other duties as assigned to support operational goals.</p>
We are looking for a dedicated Small Market Sales Assistant to provide essential administrative support to top-performing sales representatives and leaders. This role involves managing workflows, coordinating with clients and referral sources, and ensuring timely completion of sales-related tasks. As this is a long-term contract position, we seek an individual who is detail-oriented, organized, and proficient in business software applications.<br><br>Responsibilities:<br>• Prepare and send well-crafted correspondence to clients and referral accounts using Microsoft Outlook and other business software.<br>• Coordinate submission workflows and ensure adherence to sales deadlines.<br>• Organize and request reports, logging activity into CRM systems such as Salesforce.<br>• Collaborate with sales representatives and referral sources to maintain efficient communication.<br>• Manage and complete sales submissions accurately and on time.<br>• Utilize word processing and spreadsheet tools to generate and format documents.<br>• Perform ad hoc financial tasks and assist with data compilation as needed.<br>• Handle photocopying, scanning, and document management to support administrative processes.<br>• Maintain organized records and ensure seamless tracking of sales activities.
We are looking for a skilled Pricing Analyst to join our team in Denver, Colorado. This role is critical in developing and implementing pricing strategies that align with organizational goals, ensuring profitability, and supporting client engagement management. As a key contributor, you will leverage financial modeling and analytics to inform decision-making and enhance pricing solutions.<br><br>Responsibilities:<br>• Design and execute competitive pricing strategies to align with organizational objectives and drive profitability.<br>• Develop financial models to evaluate pricing proposals and provide innovative solutions.<br>• Conduct detailed profitability analyses for client engagements and timekeepers to support strategic planning.<br>• Perform sensitivity analyses to assess the impact of pricing decisions and identify key risks.<br>• Collaborate with attorneys to implement effective budgeting and matter management strategies.<br>• Monitor and evaluate alternative fee arrangements (AFAs) and client budgets for profitability.<br>• Assist with annual timekeeper rate setting by providing benchmarking data and competitive intelligence.<br>• Maintain accurate rate structures for timekeepers, clients, and matters within financial systems.<br>• Support the preparation of pricing components for client RFPs, pitches, and proposals.<br>• Create and deliver reports and visualizations on profitability, rates, and pricing metrics using business intelligence tools.
We are looking for a detail-oriented Small Market Sales Assistant to join our team in Rochester, New York. In this long-term contract role, you will support top-performing sales representatives and leadership by managing administrative tasks and ensuring smooth communication with clients and referral sources. This is a fantastic opportunity to contribute to a dynamic payroll services industry while utilizing your organizational and technical skills.<br><br>Responsibilities:<br>• Provide administrative support to sales representatives and leadership by handling correspondence and documentation.<br>• Utilize business software tools, including Salesforce, Microsoft Outlook, and spreadsheets, to process and track sales activities.<br>• Coordinate submission workflows, ensuring all requirements are met and deadlines are adhered to.<br>• Serve as a point of contact for clients, referral sources, and sales team members to facilitate seamless communication.<br>• Prepare reports, organize data, and maintain accurate records of sales activities.<br>• Assist in creating and managing client proposals and submissions.<br>• Monitor and log sales activities into the CRM system for accurate reporting and tracking.<br>• Perform ad hoc tasks such as photocopying, scanning documents, and other administrative duties as needed.<br>• Ensure compliance with company protocols and maintain confidentiality in all interactions.
