Job Details

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Pay found in job post

Retrieved from the description.

Base pay range

$71,500.00/yr - $82,500.00/yr

Salary: $71,500 to $82,500 annually (based on experience) plus a bonus program

Employment Type: Full-time

About Us

US Capital Global is a full-service global private financial group headquartered in San Francisco. We specialize in providing sophisticated debt, equity, and investment solutions to middle-market companies and investors around the world.

Role Overview

We are seeking a motivated and detail-oriented Executive Sales Assistant with a strong background in sales and finance to support our bankers. The ideal candidate will be a proactive, organized, and effective communicator who excels in a fast-paced environment. This role offers a unique opportunity to assist in both administrative and sales operations, supporting our executive team and contributing to business growth.

Responsibilities

• Manage executive calendars: Schedule meetings, appointments, and provide timely reminders, prioritizing sales and business development activities.
• Sales coordination: Assist with tracking sales opportunities, manage the sales pipeline, and ensure seamless communication between the sales team and executives.
• Coordinate meetings and travel: Organize meetings and handle travel logistics.
• Lead generation and follow-up: Support sales by identifying and engaging new leads, preparing follow-up emails, and ensuring timely communication with prospects.
• Prepare materials: Organize and review meeting agendas and documents, ensuring all materials align with business development goals.
• Client relationship management: Assist in maintaining and nurturing relationships with clients and prospects, ensuring seamless communication and satisfaction.

Minimum Qualifications

• Bachelor's degree is required.
• Sales and/or financial services experience strongly preferred.
• Preferably 1+ year of executive assistant experience.
• Proficiency in Microsoft Office and CRM tools like Salesforce.
• Excellent written and verbal communication skills.
• Ability to quickly adapt to new systems and tools.
• Highly self-motivated and detail-oriented.