Anderson Business Advisors

Administration

• Support assigned Sales Advisors and their prospective and existing clients
• Schedule appointments for new and existing clients on Sales Advisors' calendars
• Respond to client inquiries in a timely and professional manner
• Coordinate with Client Success Coordinators, Tax Accounting, and Bookkeeping Teams
• Deliver world-class service to clients and fellow Anderson employees
• Coordinate the transition of sales orders to fulfillment with assigned service team members
• Draft, send, and process proposals for Sales Advisors and Attorney sales
• Access and update client information in Salesforce CRM
• Perform additional duties according to changing needs, priorities, and Supervisor guidelines
• Meet performance expectations for client satisfaction, CRM accuracy, proposal management efficiency, and interdepartmental collaboration

Sales Administrator