Core Responsibilities

1. Assists sales crew in populating and auditing client and prospect databases.

2. Responds to routine or lower complexity inquiries from potential and current clients.

3. Supports sales executives with a variety of administrative and client follow up requests to enable sales executives to maximize external client and prospect engagement.

4. Coordinates sales meetings, events, and other logistics for sales related activities. Gathers metrics for data analysis.

5. Researches solutions to client needs and analyzes performance data and market data.

6. Participates in special projects and performs other duties as assigned.

Qualifications

• One year related work experience preferred.
• Undergraduate degree or equivalent combination of training and experience.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

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.