Provide day-to-day administrative support to sales representatives, managers, and attorneys
Assist with scheduling, travel coordination, expense reports, and invoice processing
Maintain and update CRM and sales databases to ensure accurate reporting
Respond to and route customer service inquiries
Help resolve routine client questions in a professional, timely manner
Collaborate with internal departments to support smooth sales operations
Generate reports and gather data to support sales initiatives
Coordinate marketing materials and assist with event logistics
Support onboarding, training sessions, and educational events
Ensure records are accurate and up to date
Support multiple priorities while meeting deadlines
Perform additional duties as assigned to support team objectives

1–3 years of experience in administrative, sales support, or customer service roles (preferred)
High school diploma required; some college or recent graduates strongly encouraged to apply
Familiarity with CRM systems (Salesforce experience a plus)
Proficiency in Microsoft Word, Excel, and PowerPoint
Strong organizational and multitasking abilities
Clear written and verbal communication skills
Customer-focused mindset with a collaborative attitude

WealthCounsel, LLC

Open Positions (1)