Job Description

Is this role right for you?

In this role you will:
  • Completing expense reports for Wholesalers by collecting and scanning receipts, inputting any necessary information into the CRM and initiating the (workflow) approval process;

  • Charges expenses to correct G/L codes and cost centers by analyzing receipts and invoices; recording entries;

  • Protects organization's value by verifying Dynamic Sales Policies and Procedures spending limits are properly maintained;

  • Solicits contracts from vendors on behalf of Dynamic Sales:

  • Creates and manages a contracts strategy;

  • Works closely with Legal to ensure contracts are standardized and approved;

  • Works closely with other Sales Associates to assist in in the overflow of work whenever necessary;

  • Working closely with other internal partners, including Compliance, Product Management, Marketing and Mail Distribution to coordinate activities when necessary;
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