Sales Assistant

Description We are looking for a success-driven and detail-oriented Sales Assistant to join our team in Lafayette, Indiana. In this long-term contract position, you will play a vital role in supporting financial advisors as they guide members toward achieving their financial goals. This role requires strong organizational skills, effective communication, and the ability to work collaboratively within a team environment.

Responsibilities:

- Coordinate with clients to schedule and confirm appointments with financial advisors.

- Provide administrative support to ensure smooth daily operations within the Wealth Management department.

- Use advanced computer skills to navigate programs like Microsoft Word and Excel efficiently.

- Maintain and prioritize daily tasks to ensure all work is organized and completed on time.

- Deliver exceptional service by addressing inquiries and fostering trust with clients and team members.

- Participate actively in team discussions and contribute to a collaborative work environment.

- Assist in the preparation of reports, documents, and other materials as needed.

- Uphold a high standard of professionalism and confidentiality while handling sensitive information. Requirements - High school diploma or equivalent is required.

- Proven customer service skills with the ability to interact effectively with a diverse range of individuals.

- Proficiency in technology tools and basic system navigation.

- Strong organizational skills and attention to detail.

- Ability to work both independently and collaboratively in a team setting.

- Must successfully complete background prescreening for employment.

- Previous experience in sales, inside sales, or administrative support is preferred.

- Excellent verbal and written communication skills. Talent Match®

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 ()  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  for more information.

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