Equity Sales Assistant
Listed on 2026-06-03
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Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Business
Office Administrator/ Coordinator, Business Administration
Location: New York
Location:
1301 Avenue of the Americas, New York, New York
Provide general administrative support to a group of financial professionals to best leverage the team’s time. Compile and analyze complex datasets to be submitted in a timely manner according to clients’ preferences. Assist in the flawless execution of analyst marketing events, Non‑Deal Roadshows (NDRs), client meetings, and conferences. Act as a point of contact for clients, visitors, and guests in the office.
Responsibilities- Provide administrative support to the Sales and Sales Trading Team, including coordinating travel and assisting in entertainment arrangements for client events.
- Manage expenses and accounting reports; track paid time off and submit reports.
- Coordinate with Research and Corporate Access Teams on Analyst Marketing Events and Non‑Deal Roadshows.
- Ensure timely and accurate entry of all meetings booked into the CRM system.
- Arrange ground transportation, logistics, meals, and delivery of printed materials.
- Effectively communicate between the Sales Team, Corporate Access/Research Teams, and clients.
- Assist the Corporate Access Team with conferences.
- Handle resource reporting with multiple clients – update reporting due dates and coordinate with Sales Captains and Mosaic to ensure data integrity.
- Establish new accounts on various platforms such as Bloomberg, Dealogic, and Corp Ax.
- Log alerts for client activity in BD Vision on behalf of Sales.
- Send model requests as requested by client calls/emails.
- Facilitate data integrity in the CRM system by logging activities on behalf of Sales, deleting duplicate entries, etc.
- Serve as a point person by registering visitors, ordering supplies, reserving conference rooms, and assisting with onboarding/offboarding.
- 3+ years of relative experience.
- College degree (preferred).
- Excellent PC skills in MS Office, especially Excel, Word, and PowerPoint.
- Excellent written, verbal, and time‑management skills.
- Basic knowledge of the financial industry.
- Must be able to work a minimum of four days in the office each week.
- Base hourly rate: $23.08 – $34.62 per hour. Pay range may vary based on skills, experience, and location.
- Incentive compensation may include production, commission, and/or discretionary incentives.
- Benefits eligibility: please for a list of benefits for which this position is eligible.
Key Corp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing
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