Financial Sales Assistant
NEW YORK, NY
|Date Posted||March 4, 2019|
Finance & Accounting
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