Sales Administrative Assistant

Engineered Tax Services Inc.

Administrative Assistant supporting Sales Director by managing administrative tasks and maintaining relationships. Involves scheduling, CRM management, and client research for a financial services firm.

Posted 7/13/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $18 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational and multitasking skills while effectively managing administrative tasks and maintaining relationships. Proficient in CRM programs and Microsoft Office tools, with a focus on problem-solving and independent work.

Highest-signal resume keywords

Organizational SkillsMultitasking SkillsExcellent Communication SkillsProficient in Microsoft OfficeExperience with CRM Programs

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

CRM ProgramsMicrosoft OfficeExcelGoogle DocsProject TrackingData EntryResearch SkillsAppointment SchedulingFollow-Up CommunicationProblem-Solving

Soft Skills

Attention to DetailTime ManagementSelf-MotivatedInitiativeAnalytical Skills

Tools & Technologies

ZohoABLE

Certifications & Qualifications

Associate's Degree (A.A.)

Industry Keywords

Sales SupportBusiness DevelopmentClient Relationship ManagementAdministrative SupportProject Management

About the role

Key responsibilities & impact

Support the Sales Director and Executive Assistant by monitoring administrative and clerical details
Provide Sales Team with a steady flow of prospects
Maintain existing relationships and track administrative/clerical details
Maintain Sales Director’s calendar
Place outbound calls and send follow-up emails
Schedule appointments, calls, meetings, and webinars
Maintain and track Sales Directors' projects, tasks and reminders
Research, create, update, and maintain Zoho, ABLE, and other CRM programs
Pursue potential clients for ETS/TGP services for business development
Monitor, track, process and follow up on all projects out for bid and pending
Identify, prioritize, and resolve basic service issues

Requirements

What you’ll need

1-3 years of experience
Organizational skills and maintaining records
Multitasking skills with ability to manage multiple responsibilities
Attention to detail and problem-solving skills
Excellent time management skills, work independently, Self-Motivated
Proficient in Computer, Microsoft Office, Excel, Google Docs etc.
Excellent communication skills, written and verbal
Ability to navigate through websites to research and obtain information.
Strong analytical, planning and problem-solving capabilities
Demonstrated initiative and ability to work independently with minimal supervision required.
Associate's degree (A.A.) or equivalent OR Three (3) to Five (5) related experience and/or training; or equivalent combination of education and experience

Benefits

Comp & perks

Medical
Dental
Vision
Basic Life
Vol Life
Whole Life
STD
LTD
Accident
Critical Illness
Hospital Indemnity
Pet
Doctegrity
FSA
HSA
401k
PTO
and much more!