Carter Funds
Job Title:
Sales Support Administrator
Reports to:
SVP, Internal Sales Director
Location/Travel:
Hybrid
SUMMARY
The Carter Funds Equity Team Operations Administrator is responsible for supporting the wholesale team by serving as the primary contact for general incoming advisor calls, assisting with the completion of subscription documents by reviewing and identifying missing information and maintaining the daily sales reports. This position will also work with the Investor Relations team and assist with other general administrative duties.
CORE RESPONSIBILITIES:
Responsible for supporting the internal wholesale team with the administration of new sales for several fund offerings, including reviewing new investment paperwork to ensure accuracy of data and obtaining any missing information needed to admit new investors. Confirmation of incoming funds. Manage advisor phone and email related inquiries. Preparation of the sales reports produced daily in Excel. Assist with the fulfilment of PPM and Subscription documents and related materials. Assist with portal access for advisors and authorized contacts. Other administrative duties as assigned. QUALIFICATIONS
Education
Bachelor's degree required, preferably in business administration, finance or communications. Required Experience/Skills
1-3 years of administrative work experience in customer service, communications or another related field. General knowledge of financial markets and products. Prior experience with investments and/or working with Broker/Dealers desired but not required. Prior experience working with transfer agents and custodians desired but not required. Client first mindset and sense of urgency when dealing with inquiries. Excellent verbal and written communication skills. Ability to maintain a high level of integrity managing confidential information. Customer Relationship Management (CRM) experience a plus. Customer Relationship Management (CRM) experience a plus. Professional, positive attitude, flexible, proactive with the desire to learn and ability to work well both independently and within a team.
Certifications-N/A
Sales Support Administrator
Reports to:
SVP, Internal Sales Director
Location/Travel:
Hybrid
SUMMARY
The Carter Funds Equity Team Operations Administrator is responsible for supporting the wholesale team by serving as the primary contact for general incoming advisor calls, assisting with the completion of subscription documents by reviewing and identifying missing information and maintaining the daily sales reports. This position will also work with the Investor Relations team and assist with other general administrative duties.
CORE RESPONSIBILITIES:
Responsible for supporting the internal wholesale team with the administration of new sales for several fund offerings, including reviewing new investment paperwork to ensure accuracy of data and obtaining any missing information needed to admit new investors. Confirmation of incoming funds. Manage advisor phone and email related inquiries. Preparation of the sales reports produced daily in Excel. Assist with the fulfilment of PPM and Subscription documents and related materials. Assist with portal access for advisors and authorized contacts. Other administrative duties as assigned. QUALIFICATIONS
Education
Bachelor's degree required, preferably in business administration, finance or communications. Required Experience/Skills
1-3 years of administrative work experience in customer service, communications or another related field. General knowledge of financial markets and products. Prior experience with investments and/or working with Broker/Dealers desired but not required. Prior experience working with transfer agents and custodians desired but not required. Client first mindset and sense of urgency when dealing with inquiries. Excellent verbal and written communication skills. Ability to maintain a high level of integrity managing confidential information. Customer Relationship Management (CRM) experience a plus. Customer Relationship Management (CRM) experience a plus. Professional, positive attitude, flexible, proactive with the desire to learn and ability to work well both independently and within a team.
Certifications-N/A