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Executive Assistant - Distribution

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Onsite

Executive Assistant - Distribution

Axcelus Financial

Executive Assistant - Distribution

Skills

CRM

2 months ago

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Important information


Contract type:

Permanent

Location:

Philadelphia, PA, USA

Work mode:

Onsite

Published on:

2 September 2026

What they need


Brief Description Position Summary The Executive Assistant to the Head of Distribution will provide strategic administrative and organizational support to the Head of Distribution.

Responsibilities

  • Ensure effective daily operations of the sales team through coordination with the Head of Distribution.
  • Encourage and enhance the flow of information across the sales team and between departments.
  • Provide day-to-day support for the Head of Distribution; including coordination of meetings, meeting prep, calendar management, managing interactions within the sales team, and organizing executive level communications.
  • Coordinate tracking and reporting of sales opportunities through their lifecycle for leadership’s visibility.
  • Support accuracy and organization of sales data within the CRM by coordinating with the members of the sales team and the Head of Distribution.
  • Identify and recommend improvements and efficiencies to the sales team’s ongoing operations.
  • Philadelphia office support for board meetings, events, etc.
  • All other duties as assigned.

Desired Skills And Experience

  • Experience in financial services sales or sales leadership.
  • Exceptional written and verbal communication skills.
  • Impeccable organization and time management skills, and strong internal motivation.
  • Ability to navigate ambiguity and devise creative solutions to complex challenges.

Requirements

  • 10+ years working closely with an Executive or leadership team
  • Ability to build and maintain relationships across all levels of an organization
  • Proficient with Microsoft Office applications with an emphasis on PowerPoint

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

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