Executive Assistant, Sales

Job Description

Job Description

Resolute Investment Managers, Inc. Executive Assistant Sales

Resolute Investment Managers, Inc. ("Resolute") is a diversified, multi-affiliate asset management platform that partners with affiliated and independent investment managers.

The clients of Resolute and our affiliates include corporate defined benefit plans, institutions and individual investors.

We trace our history to 1986 when an affiliate, American Beacon Advisors, Inc. (formerly AMR Investment Services, Inc.), began providing investment management services as an independently operated entity.

Since 1987, American Beacon Advisors has managed the American Beacon Funds family of mutual funds. Over the years, American Beacon has built a reputation for innovative thinking, discipline and prudent investing, which has led to several prestigious awards for its pension management, cash management and mutual fund investment services.

Today, Resolute is a privately held organization owned by a consortium of investment funds affiliated with leading financial institutions.

In December 2023, Resolute Investment Managers was named one of the Best Places to Work in Money Management by Pensions & Investments for the fifth consecutive year.

Learn more about our company by visiting www.resolutemanagers.com

Our office is located in Las Colinas, Texas. This position will have the following consideration :

Hybrid : Works regularly both Onsite (currently 3+ days per week) and Remote.

Job Description :

Provides administrative support to the Sales Department. Duties requiring considerable judgment, prioritization, and skill include :

Scheduling and Travel Arrangements

• Maintains calendar and travel schedule for Sales, Sales Managers, Sales Training and Sales Candidates
• Assists in maintaining Portfolio Management / Sales Team travel schedule
• Coordinates travel arrangements and schedules for Sales, Sales Managers, and Sales Candidates
• Coordinates implementation tasks and timeline for onboarding sales team members
• Provides backup support hosting internal Zoom calls or meetings

Event Planning

• Coordinates all aspects of semiannual sales conferences
• Works with local hotels to negotiate the best corporate company rate
• Processes conference registrations for Sales Team
• Arranges distribution of Conference and Booth materials to sponsored events

Travel Arrangements

• Processes conference registrations for SVP of Sales and Sales Team
• Handles travel arrangements for SVP of Sales and Sales Team as needed
• Handles travel arrangements for all Sales Candidates
• Works with local hotels to negotiate the best corporate company rate

Sales Reporting

• Generates and distributes Salesforce reports for Sales and Sales Management
• Assists with annual sales budget preparation and monthly tracking
• Tracks weekly sales expenses through Certify
• Maintains records on all correspondence as required by the SEC as directed by Compliance
• Prepares quarterly Board materials and monthly sub-advisor materials.
• Summarizes Conference participation activities
• Prepares quarterly sales expense tracking reports for Compliance and National Accounts

Admin Support / Office Management

• Handles daily contact with internal and external customers, management, and visitors
• Processes all territory sponsorship check requests
• Maintains attendance records of all sales department associates and submits to HR for payroll processing
• Monitors the [email protected] inbox
• Provides backup support for the reception desk on a rotating basis
• Performs other administrative duties as assigned

Requirements :

• Previous secretarial / clerical / administrative experience, event planning, or project management experience.
• Must possess exceptional office and communication skills, professional demeanor is imperative
• Excellent analytical, organizational and computer skills using Word, PowerPoint, Outlook, and Excel with a high degree of accuracy
• Preferred software skills include Salesforce (or other CRM) and Tableau
• Must have great attention to detail, demonstrate initiative and the ability to prioritize multiple tasks. Experience coordinating corporate travel itineraries including flights, hotel, and ground transportation
• Must be flexible, well organized, punctual, proactive and demonstrate the ability to take initiative
• Qualities necessary for optimal performance include a positive attitude, enthusiasm, and an eagerness to learn, perseverance, responsiveness, and discretion
• Must maintain a high level of professionalism and confidentiality
• Ability to handle multiple responsibilities concurrently and work independently to perform a variety of tasks with accuracy and attention to detail
• Above average proof-reading skills required
• Excellent decision-making and problem-assessment skills are a must

LI-Hybrid

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