Executive Assistant, Institutional Sales recruitment

Key Responsibilities:

• Handle a busy travel schedule from start to finish, including planning trips, making travel arrangements, arranging meetings, and coordinating schedules with other travelers

• Proactively manage schedule for the President, Institutional,  booking and confirming meetings, regularly re-shuffling priorities in light of new opportunities and responsibilities

• Coordinate all correspondence: Answer and screen all calls appropriately, sort and prioritize all incoming mail, and correspond with others on behalf of the President, Institutional

• Develop new efficiencies, organize and improve current processes for Institutional Sales Team

• Attain a solid understanding of Forward’s product and services offering, of its clients, and of its Institutional business development strategy and opportunities.

• Coordinate with outside consultants.

• Work with Events Team to manage, coordinate and run offsite meetings and Institutional Team events

• Prepare monthly expense reports for President, Institutional

• Handle all manner of special projects as they arise

• Assist in creating marketing materials for the Institutional Sales group on an as needed basis

• Enter all meetings, track leads and log activity into SalesForce; create and update contact records in Outlook and SalesForce.

• Develop agendas for all Institutional Sales Dept. meetings

• Maintain organizational spreadsheets and systems to track activity, such as travel arrangements, expenses and logistics

• Maintain files and document archives

Qualifications and Experience:

• Possess the resources and ingenuity to creatively, effectively, and expediently get things done, often when little or no direction is provided

• Proven ability to efficiently prioritize and shuffle tasks in a fast-paced environment while maintaining a positive attitude

• The ideal candidate will have a proactive, enthusiastic, collaborative nature, a commitment to the team, and a desire to constantly improve

• Comfortable and confident in dealing with high-level Executives and VIPs,

• Excellent verbal and written communication skills and a highly polished, professional demeanor,

• Exceptional organizational skills and meticulous attention to detail,

• Extensive experience with Outlook, Word, PowerPoint and Excel, familiarity with Salesforce.com, a plus,

• 5+ years of previous administrative support with increasing responsibilities

• Bachelor’s degree preferred.

Compensation:

Forward works with a leading financial services consulting firm to develop what we believe to be one of the finest and most comprehensive plans in the marketplace today. We offer base salary plus incentive-based compensation and a very competitive benefits package.

We are an equal opportunity employer (EOE).

To Apply:

Please email your resume to instexecutiveassistant@forwardinvesting.com