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Administrative Assistant

Date Posted: 2/7/2019

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Job Description

Description: Supporting a Regional Sales Director in the Baytown, Texas office

Responsibilities Include:

  • Managing travel arrangements.
  • Contacting and following up with Clients.
  • Setting appointments for Sales Director.
  • Coordinating schedules.
  • Assist in meeting preparation.
  • 50% Administrative Duties - 50% Business Development. 
  • Build relationships with clients.
  • Organize tradeshow planning and follow up.  Obtain and classify/qualify attendee rosters, identify prospects, schedule event/dinner planning, input lead generation, client follow up and convention reporting.
  • Coordinates the preparation of presentations, proposals/contracts to clients/prospective clients for services/products.
  • Ensures that the CRM database stays current as financial institutions merge, acquire, etc.  Also ensures that contact records within the database stay current as contacts move from one financial institution to another, leave the industry, are new to the position, etc.  All communication with any contacts in CRM must be inputted properly and be current. 
  • Inputs Expense information into CRM on a timely basis so that expense may be reimbursed by the accounting department.
  • Work with outbound call center to coordinate calendars by adding appointments and activities.

 
 

We are an equal opportunity employer and make hiring decisions based on merit. Recruitment, hiring, training, and job assignments are made without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, or any other protected classification. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

Job Requirements

Responsibilities Include:
Managing travel arrangements.
Contacting and following up with Clients.
Setting appointments for Sales Director.
Coordinating schedules.
Assist in meeting preparation.
50% Administrative Duties – 50% Business Development.
Build relationships with clients.
Organize tradeshow planning and follow up. Obtain and classify/qualify attendee rosters, identify prospects, schedule event/dinner planning, input lead generation, client follow up and convention reporting.
Coordinates the preparation of presentations, proposals/contracts to clients/prospective clients for services/products.
Ensures that the CRM database stays current as financial institutions merge, acquire, etc. Also ensures that contact records within the database stay current as contacts move from one financial institution to another, leave the industry, are new to the position, etc. All communication with any contacts in CRM must be inputted properly and be current.
Inputs Expense information into CRM on a timely basis so that expense may be reimbursed by the accounting department.
Work with outbound call center to coordinate calendars by adding appointments and activities.
Posted By: bharrison@ultimatestaffing.com

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Job Snapshot

  • Employee Type:Full-Time
  • Location:Houston, TX
  • Job Type:Admin - Clerical
  • Experience:6-7 years
  • Education:Not Specified
  • Date Posted:2/7/2019
  • Contact: Brandi Harrison (713) 622-8774
  • Pay Range: $20.00 - $21.50 Hourly
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Job Reference: JO-1710-11684