Provides office support to internal and external sales executives and relationship managers. Supports sales related administration as directed.

The Sales Assistant will provide office support to internal and external sales executives and relationship managers. Supports sales related administration as directed.

Core Responsibilities:

• Assists sales crew in populating and auditing client and prospect databases.
• Supports sales executives with a variety of administrative and client follow up requests to enable sales executives to maximize external client and prospect engagement.
• Coordinates sales meetings, events, and other logistics for sales related activities. Gathers metrics for data analysis.
• Builds awareness of Vanguard sales goals and activities, relationship management best practices, and investment products and services.
• Participates in special projects and performs other duties as assigned.

Qualifications:

• Undergraduate degree or equivalent combination of training and experience.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.