Sales Assistant

Robert Half • Florham Park, NJ • 1h ago

Description

We are looking for a detail-oriented Sales Assistant to support client service and administrative operations for a busy advisory team in Florham Park, New Jersey. This contract opportunity with permanent potential is ideal for someone who is highly organized, comfortable handling time-sensitive financial requests, and confident managing follow-up with accuracy. The role blends client support, calendar coordination, and process-driven account administration, requiring strong communication skills and careful documentation at every stage.

Responsibilities:

Process client service requests by reviewing instructions, initiating account-related transactions, and ensuring disbursements are recorded accurately in internal systems.

Coordinate advisor calendars by arranging client appointments, reserving meeting times carefully, and preventing scheduling conflicts.

Prepare and route paperwork for account updates such as new account setup and beneficiary changes, making sure documents are completed and submitted to the appropriate teams.

Track each request from initiation through completion, following up on outstanding items and resolving issues that may delay processing.

Maintain thorough and organized notes so client interactions, requests, and next steps are clearly documented.

Communicate with clients and internal departments to confirm details, provide updates, and support timely completion of service needs.

Handle inbound calls and respond to routine inquiries with professionalism while directing more complex matters to the appropriate advisor or team member.

Requirements - At least 1 year of experience in sales support, client service, administrative coordination, or a related position.

Working knowledge of CRM tools and the ability to keep client records accurate and up to date.

Experience with data processing and handling detailed transactional or account-related information.

Strong calendar management skills with the ability to organize meetings and manage follow-up tasks efficiently.

Comfortable answering inbound calls and communicating clearly with clients and internal stakeholders.

Familiarity with cash activity processing or other financial transaction support is preferred.

Excellent attention to detail, strong organizational habits, and the ability to follow established procedures consistently. TalentMatch®

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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