Job Summary

Administrative Assitant/Sales Associate Position needed in Philadelphia, PA

  • Location:
    Philadelphia, Pennsylvania
  • Job reference:
  • Category:
  • Contract Type:
    Contract/Temp to Hire

Administrative Assitant/Sales Associate Position needed in Philadelphia, PA
Location: 1735 Market St, Philadelphia, PA, 19103
3 months contract

Job Description:

  • The Sales Associate is assigned to one or more Wealth Directors.
  • The individual works closely with the Wealth Director(s) to assist in their marketing and sales efforts.
  • Prepares sales presentations and does so with little supervision or direction, responsible for account opening documentation and the account opening process, track leads including pending business and new business, researches and creates dossier on potential prospect(s) as requested by Wealth Director(s).
  • Works with the Wealth Director(s) to retain and enhance current client relationships. Individual will assist (attend) with seminars, presentations and entertainment events.
  • The individual will assist Wealth Director(s) with scheduling and maintaining their calendars, travel, expenses and database entry.


  • The candidate will have an undergraduate degree or have equivalent experience.
  • The individual must possess strong interpersonal and presentation skills, as well as, excellent written and verbal communication skills.
  • Individual must have strong organization and computer skills.

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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