FinTech Sales Assistant

This is a remote position.

• Respond promptly and professionally to emails from financial advisors, maintaining the highest standards of communication.
  
• Prepare and design client presentation materials.
  
• Review transcripts to identify and extract key discussion points.
  
• Track and categorize the stages of potential sales deals.

  

Requirements

• Exceptional command of the English language with flawless grammar.
  
• Strong attention to detail, ensuring accuracy with zero errors.
  
• Ability to follow instructions precisely and consistently.
  
• Highly organized and detail-oriented.
  
• Strong communication skills with the confidence to seek clarification immediately when needed.
  
• Proficiency in GSuite tools (Docs, Slides, Sheets, Calendar, etc.).
  
• Strong critical thinking and problem-solving abilities.
  
• Basic understanding of how loans work
  

• Experience and knowledge in data analysis