Now Hiring - Administrative Assistant/Sales Coordinator in Stamford, CT

At Franklin Templeton, everything we do is focused on one thing - delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.



O'Shaughnessy Asset Management (OSAM) is a research and money management firm based in Stamford, CT. On December 31, 2021, OSAM was acquired by Franklin Templeton. The firm manages approximately $7.7 billion in assets for institutions and financial advisors. Our approach to managing money is transparent, logical, and completely disciplined, leading to long-standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS. CANVAS is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately manages accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.



For more information on our firm, please visit our website at [please apply online] Administrative Assistant/Sales Coordinator primarily provides strong administrative support to the OSAM client facing team as well as project management responsibilities. They are focused on being a valued partner by enabling them to primarily focus on client engagement activities to accelerate growth and retain assets.



What are the ongoing responsibilities of the Administrative Assistant/Sales Coordinator?



Act as administrative subject matter expert and point of contact for general inquiries

Manage calendars for meetings and events


Assist with data entry and ongoing management of CRM system


Coordinate the setup and execution of local meetings and conferences


Creating needed material from existing sources


Send promotional items and marketing materials


Manage travel and expense reporting as well as invoice processes


Set up travel for team members business needs


Support managing client's procedures for getting materials approved and distributed through their systems.


Manage fulfillment of necessary reports for the team's leadership


Comfort with data and data sources to extract necessary data


Manage and maintain quality relationships with the client facing team


Identify/recommend administrative workflow efficiencies and present process improvement opportunities to supervisor and/or upper management.


Champions new initiatives and partners with management on initiatives to increase revenue and achieve sales objectives for territories supported



What ideal qualifications, skills & experience would help someone to be successful?
Bachelor's Degree or equivalent experience
5+ years administrative experience in professional environment
Advanced MS Office skills
Experience in the Financial Services Industry recommended
Excel: Forms, Formulas, Functions, Pivot Tables, Graphs
Proven ability to perform multiple tasks in a fast-paced, team environment
Excellent verbal and written communication skills
Solid organizational skills; ability to organize and maintain accurate, orderly files and records
Strong attention to detail; ability to accurately proofread documents
Strong customer service skills
Excellent phone/zoom etiquette
Strong professional attitude and demeanor
Flexibility to work independently and in a team environment


Location:
Stamford, CT. Role will be hybrid with a combination of remote and office work.


#LI-US


What makes Franklin Templeton unique?



In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards-the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.



Highlights of our benefits include:
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth contributions, up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center*
Onsite cafeteria*
*Only applicable at certain locations


We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.



We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, "I AM Franklin Templeton".



Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at Franklin Templeton Careers to learn more about our company and our career opportunities.



Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to [please apply online] . In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.