Financial Sales Assistant

Date Posted March 4, 2019
Category Finance & Accounting
Job Type Direct Hire


Financial Sales Assistant – NYC Broker Dealer (series 7 a must!)

Salary:$65-85k + bonus

Our client, a midsized Broker Dealer in midtown is growing and adding a Financial Sales Assistant to their team. This is a successful firm with an excellent track record and even better culture! The Sales Assistant will work on a team and assist in supporting a Manager & Managing Director. Hours are 8:30-5pm.

Financial Sales Assistant Responsibilities:

  • Trade allocating (direct interaction money managers and traders)
  • Client service/support (build and maintain client relationships)
  • Opening, closing, and processing accounts
  • Documentation and heavy research
  • Client interaction.

Series 7 & 63 Licenses required along with at least two years of experience.

Job Type: Full-time

Salary: $65,000.00 to $85,000.00 /year

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