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Sales Associate (Administrative Assistant)

  • Location: Nwe York, New York
  • Type: Direct Hire
  • Job #457
  • Salary: $75,000

Sales Associate (Administrative Assistant) 



SALARY & BENEFITS: Competitive base salary up to $85K, exceptional firm and department culture; Generous Bonus, Medical, Dental and Vision Coverage; Generous Paid Time Off; 401K w/ competitive match; Life Insurance; and much more!

SUMMARY: Seeking a Sales Associate (Administrative Assistant) with an interest in the financial markets to provide support to multiple members of the sales team. This role will interact closely with senior professionals, clients and prospects.


  • Act as the backbone on the sales team
  • Assess current and future needs and priorities that align with practice and firm goals
  • Manage and update sales team calendars
  • Coordinate travel, entertainment and expenses for senior team members
  • Answer phone lines and route to appropriate team members
  • Assist Internal and External Wholesaling teams by fulfilling marketing material requests
  • Create and run SalesForce reports
  • Coordinate event attendance for sales team members
  • Plan client events and dinners
  • Compile reporting requests for clients
  • Coordinate meetings and conferences with clients
  • Track marketing material approval requests to client firms


  • Bachelor’s Degree required
  • 1+ year of experience in a professional environment
  • Series 6 or 7 preferred
  • Familiarity with preferred
  • Strong phone contact handling skills and active listening
  • Proficiency knowledge of Microsoft Office
  • Ability to work independently, as well as part of a team in a high-pressure environment
  • Excellent leadership, analytical, organizational and project management skills
  • Excellent communication skills, both written and verbal