Sales Support Assistant

New

United StatesFull-TimeMiddle

Salary not disclosed

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Job Details

Bachelor’s degree in business, finance, or a related field, or equivalent combination of education and relevant experience.
1–3 years of experience in financial services, securities operations, sales support, or investment-related environments.
Understanding of fixed-income and equity securities, with familiarity in sales or trading support processes.
Strong proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and general business systems.
Experience or familiarity with tools such as Bloomberg or FactSet is a plus.
Ability to manage multiple priorities, meet deadlines, and maintain high attention to detail in a fast-paced environment.
Strong written and verbal communication skills with a client-service mindset.
Ability to work both independently and collaboratively across teams while maintaining professionalism.

Support the execution of fixed-income and equity security transactions through internal trading platforms based on client and team requests.
Maintain and update pipeline data, client records, and prospect databases to ensure accuracy and reliability of sales information.
Prepare, format, and maintain sales materials, reports, presentations, and documentation using standard business tools and systems.
Gather and organize data from multiple sources to support reporting, business development, and decision-making activities.
Provide day-to-day administrative and operational support to sales teams, including handling inquiries and coordinating follow-ups with clients.
Partner with cross-functional teams to support trade execution, resolve operational issues, and ensure smooth sales processes.
Ensure compliance with internal policies, procedures, and documentation standards while supporting efficient workflow execution.

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