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Sales Team Coordinator

Sales Team Coordinator

Saturna CapitalBellingham, WA, US
6 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Saturna Capital is seeking a Sales Team Coordinator to support the Regional Manager Sales Team, providing excellent internal and external customer service to our sales team and our clients. The successful candidate will be a self-starter, professional, and reliable. The individual in this role must excel in a fast-paced environment and be able to take on diverse responsibilities.

Position location : Bellingham, WA

Compensation range : $22.00 – $25.00 per hour (DOE)

Primary duties include :

  • Create daily, weekly, monthly, and quarterly reports for senior management and board members
  • Assist the sales team with coordinating events and sponsorships, ordering marketing materials, and tracking sponsorship payments
  • Provide sales support to Regional Managers
  • Coordinate presentations at mosques, MSAs, and other places
  • Attend events periodically
  • Extensive use of CRM, currently Wealthbox
  • Manage sales workflow proactively, by tracking and ensuring timely completion of requests
  • Additional projects as assigned

Requirements :

  • Bachelor’s degree or equivalent combination of education and experience
  • Familiarity with the Muslim community
  • Excellent computer skills including fluency with internet search engines, database management, and Excel; Familiarity with Mac and plus
  • An inquisitive mind with a demonstrated aptitude for analyzing and interpreting data
  • Excellent interpersonal and communication skills, with the ability to interact confidently with senior management and board members
  • Excellent organizational skills and the ability to work productively in a fast-paced and multi-faceted environment under strict deadlines
  • Interest in financial services
  • Must obtain FINRA SIE, Series 7 and 63 Licenses within first 9 months of employment
  • Ability to be a self-starter and take initiative

    • Our Employee Benefits package includes :

  • Medical coverage; High-deductible plan
  • offers full family coverage at no cost to employee. PPO plan is covered 100% for employees, dependent premiums are covered 50%.
  • Health Savings Account
  • , Employee Assistance Program, regular Wellness activities
  • 401k with generous match
  • Profit sharing, annual and holiday bonuses
  • 11 personal and 10 vacation paid days off after first year of service
  • 10 paid holidays (per NYSE holiday schedule)
  • Paid jury duty and bereavement leave
  • Childcare / tuition assistance
  • Adult continuing education and professional development assistance
  • Home-buyer assistance program
  • Free YMCA gym membership
  • Free WTA bus pass

    • We are an Equal Opportunity Employer and a Drug-free Workplace.

    We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

    CA Residents, please see our privacy notice here : https : / / www.saturna.com / privacy -center

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    Sales Coordinator • Bellingham, WA, US