Analyst, Internal Sales Associate at LaSalle… · Chicago

Summary: LaSalle Investment Management is seeking a full-time Internal Sales Associate to join the Private Wealth Group. This role focuses on providing service and sales support to the internal and external wholesaling teams, improving operational efficiencies, and contributing to key strategic initiatives. Responsibilities: - Acts as a liaison between 3rd party transfer agents, custodians, broker/dealers, in-house service team and sales team - Handles all inbound service-related calls and emails - Processes trade and subscription paperwork - Assists with transfer and account maintenance - Provides guidance to investor portal access and set up - Assists with NIGO “not in good order” or missing investor documentation - Creates and maintains updated salesforce reports, campaigns, and contacts - Contributes to Proxy outreach - Provides sales material / food / beverage for external wholesaler meetings and events - Helps drive attendance for JLL LaSalle sponsored events and activities - Assists with scheduling and logistics Required Qualifications: - Bachelor's degree - Minimum one to two years of work experience Preferred Qualifications: - Superb attention to detail, ability to consistently deliver accurate data - Excellent organizational skills - Ability to effectively communicate with clients and employees - Excellent verbal and written communication skills - Strong project management skills and the ability to adapt and prioritize, proactively meeting deadlines in a fast-paced environment - Proficient in MS Excel and Salesforce Required Skills: Salesforce, Microsoft Excel, Trade processing, Account maintenance, Investor portal setup, Data accuracy, Prioritization, Project management Benefits: Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., Generous paid time-off, including paid company holidays., Additional benefits include paid parental leave short-term and long-term disability, as well as other care/wellness programs., Financial wellness is supported through a 401(k) plan with a company match, flexible spending accounts or a health savings account.