Institutional Equity Sales Team Coordinator​/Sales Assistant

Institutional Equity Sales Team Coordinator / Sales Assistant (BH-399376)

Location New York, United States Sector Financial Services Salary $75,000.00 per annum

Institutional Equity Sales Team Coordinator / Sales Assistant

Join a leading team in the dynamic world of institutional equity sales! We are seeking an energetic, highly organized individual to support our client's busy Sales team, ensuring smooth daily operations and outstanding client service. This role offers a unique opportunity to be at the heart of capital markets activity, contributing directly to client engagement and operational excellence.

Job Details:

Duration:
Permanent FTE
Pay Rate: $75,000 W2

Location:

Hybrid 3-4x a week onsite in NY

Key Responsibilities

• Assist in preparing, formatting, and distributing daily market and sales notes to institutional clients.
• Schedule and coordinate client meetings, conference calls, and Zoom meetings.
• Log and maintain records of client interactions, meetings, and outreach activities.
• Manage meeting requests and send calendar invitations for sales professionals and clients.
• Support conference planning, client meeting allocations, and corporate access events.
• Produce and distribute daily and weekly calendars detailing upcoming corporate access events and meetings.
• Generate and maintain client model requests and related tracking reports.
• Prepare daily corporate access reports for trading and sales teams.
• Compile and distribute client readership and engagement reports.
• Maintain and update client databases, contact information, and CRM records.
• Process expense reports and assist with administrative documentation.
• Coordinate special projects and provide general administrative support to the Institutional Equity Sales team.

Qualifications

• Bachelor's degree preferred, but not required.
• Prior experience in financial services, sales support, executive administration, or a related field is preferred.
• Strong proficiency with Microsoft Outlook, Excel, Zoom and Word.
• Excellent communication and organizational skills.
• Ability to manage competing priorities and meet deadlines in a high-volume environment.
• Demonstrated ability to exercise discretion and maintain confidentiality.
• Strong problem-solving skills and a proactive approach to supporting colleagues and clients.

Desired Attributes

• Exceptional attention to detail.
• Ability to work effectively under pressure without sacrificing accuracy.
• Positive, team-oriented attitude.
• Strong sense of ownership and accountability.
• Enjoys helping others and providing outstanding internal and external client service.
• Flexible and adaptable in a constantly changing environment.
• Professional demeanor with strong interpersonal skills.
• M records.
• Process expense reports and assist with administrative documentation.
• Coordinate special projects and provide general administrative support to the Institutional Equity Sales team.

Estimated Min Rate
: $52500.00

Estimated Max Rate
: $75000.00

What’s In It for You?

We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you.

Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• Met Life Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K…