Sales Coordinator (Financial Services)

Job Title: Sales Coordinator

Job Type: 6 months with a possibility to extend or to go perm!

Job Location: Asia Square Tower

Key Responsibilities

Data Management & CRM Support

• Collect, analyze, and input prospective client data into the CRM system to maintain accurate and up-to-date records.
• Regularly review CRM activity, ensuring all interactions and communications are documented appropriately.
• Generate and analyze reports, ensuring follow-up actions are taken where necessary.
• Aid in marketing initiatives by preparing promotional materials and conducting outreach to investors/clients.
• Distribute Market Mappings to clients/investors on a global scale.
• Conduct ad hoc reports and research requests to support team needs.

Client Coordination & Management

• Facilitate logistics for investor meetings and client roadshows (both physical and virtual), including flight bookings, accommodations, meeting venues, expense handling, and reimbursement processing.
• Participate in client calls, take detailed minutes, and manage the review and upload process to the CRM system.
• Ensure thorough documentation of all communications among team members, clients, and investors, including meeting notes and correspondence.
• Prepare and timely send out regular reports to clients as requested.
• Schedule meetings efficiently and manage team calendars, ensuring optimal time management.
• Send confirmations for investor calls/meetings and verify the accuracy of contact information for investors.

Team Operations & Logistics

• Ensure that marketing materials are always available and up-to-date for team use.
• Collaborate with internal departments to manage operational needs, including travel arrangements, expense reimbursements, and other logistical requirements.
• Coordinate the booking of meeting venues and maintain a systematic filing system for expense receipts.
• Assist with additional projects and tasks as needed to support the team and organizational goals.

Qualifications:

• Minimum of 5 years of experience in sales support, client relations, or a related administrative role.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) with a strong ability to learn new software tools.
• Excellent written and verbal communication skills, with the capability to articulate ideas clearly and effectively.
• Detail-oriented with exceptional organizational skills and the ability to manage multiple priorities simultaneously.
• Must be eligible to work in Singapore.
• Mature candidates and individuals returning to the workforce, including mothers, are encouraged to apply.