Business Analyst II

New York, NY

Posted: 11/07/2018 Industry: FIN Consulting Job Number: 11556863
" Make outbound calls to assist sales team members to scheduler appointments with Financial Advisors within their respective territory (expected 30+ calls per day)
" Log all interaction activity with Financial Advisors into Client Relationship Management (CRM system)
" Prepare and submit expense reports on a timely basis, following up on discrepancies and missing receipts to maintain current balances
" Able to support multiple divisional directors simultaneously
" Maintain calendar, schedule meetings and conference calls, handle meeting conflicts and prioritization issues
" Arrange aspects of travel, keeping directors' travel profile up-to-date, manage approvals, arrange flights, hotels, car services
" Navigate Firm's resources, interface with various departments on behalf of executives to collect information, respond to requests, obtain services
" Setup and maintain mail groups, keep orderly, fully-functioning work area
" Ad-hoc projects

" Excellent communication, writing, judgment, and problem-solving skills
" Strong attention to detail as well as solid organization/time management skills
" Must be an enthusiastic and positive team player who is willing to help out and who works well with colleagues
" High degree of professionalism, organizational and time management skills, with the ability to work well under pressure while managing multiple responsibilities
" College Degree Preferred
" Proficient in Microsoft Office applications, especially Outlook for email, calendar and contacts
" Other applications helpful include Excel, PowerPoint, internet and research tools.
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