Sales Associate

    • St. Petersburg, FL

Kforce has a client in search of a Sales Associate in Saint Petersburg, Florida (FL). Summary: The candidate will provide administrative support to 3 Sales Executives and the rest of the sales support team. They will be processing expense reports. The Sales Associate will perform data entry in relation to marketing trips Perform data entry in proprietary CRM system. Essential Duties and Responsibilities:

  • Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries
  • Researches client and security information through the back-office system
  • Processes and follows up on client documentation for proper maintenance of accounts
  • Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients
  • Creates and maintains records and files
  • Ensures required client paperwork is current with firm and industry requirements, rules and regulations
  • Maintains databases and creates reports using portfolio software programs
  • Assists Financial Advisors with marketing efforts including seminars, etc.
  • Receives and processes securities
  • Receives cross-training and assists with other operational functions as required
  • Performs other duties and responsibilities as assigned

  • Must have a High School diploma or equivalent; Bachelor's degree preferred
  • 1-5 years of administrative support experience; Experience supporting a team of people is highly preferred
  • Experience within the financial services industry or experience working within a law office
  • Intermediate technical aptitude - fluid user with Microsoft Office Suite; Ability to navigate through numerous systems at once while using a dual monitor
  • High attention to detail
  • Strong written and oral communication skills
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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