Axcelus Financial
Executive Assistant - Distribution
Skills
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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