Sales Assistant at Vanguard

What you’ll do

• Maintain and audit client and prospect databases, providing research, market insights, and analytical support to enhance sales outcomes.
• Coordinate client follow-ups, respond to inquiries, and assist Sales Executives in maximizing engagement with clients and prospects.
• Organize and support sales meetings, events, and reporting, contributing to data-driven decision making.
• Participate in special projects and initiatives, supporting both Wholesale and Advisory sales teams.

What you bring

• Experience in sales support, administration, or related roles; Financial Services experience preferred but not essential.
• Undergraduate degree or equivalent combination of education and experience.
• Strong organizational, communication, and collaboration skills.