Sales Support Assistant

Essential Duties and Responsibilities

• Execute trades for fixed-income and equity securities through the Raymond James trading platforms as requested by client.
• Supports the team in maintaining accurate pipeline information.
• Prepares, updates, and maintains sales materials, reports, presentations, and other documentation using standard office software and internal systems.
• Gathers, compiles, and organizes data from multiple sources to support reporting, business development efforts, and strategic decision-making.
• Provides administrative support throughout the sales process, including responding to inquiries, distributing materials, and following up with clients.
• Maintains and updates client and prospect databases to ensure accuracy, completeness, and accessibility of information.
• Serves as a point of contact for internal and external stakeholders, providing professional, timely responses to inquiries and ensuring a positive client experience.
• Ensures compliance with organizational policies, procedures, and documentation standards while supporting day-to-day operational efficiency.
• Partners with cross-functional teams to coordinate deliverables, resolve security trading issues, and ensure smooth execution of sales initiatives.
• Performs additional duties and responsibilities as assigned in support of team and business objectives.

• Sales support processes, including prospecting, lead tracking, and pipeline management
• Business development concepts and strategies in a professional services or financial services environment
• Client service principles and relationship management best practices
• Organizational policies, procedures, and administrative workflows
• Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and standard business systems
• Data organization, reporting practices, and document management standards
• Operational knowledge of Bloomberg and/or Fact Set systems
• Fixed-income and equity security sales

• Preparing, formatting, and maintaining professional documents, presentations, and reports
• Gathering, compiling, and summarizing data to support sales reporting and decision-making
• Maintaining databases, tracking systems, and client/prospect records
• Communicating effectively (written and verbal) with internal stakeholders and external clients
• Supporting prospecting and outreach efforts, including follow-up and distribution of materials
• Managing multiple tasks and priorities in a fast-paced environment
• Providing high-quality administrative operational support

• Build and maintain strong relationships with clients and internal partners to support business development
• Support identification and development of business opportunities through organized sales processes
• Interpret and apply policies and procedures while aligning work to team and organizational goals
• Manage competing priorities and deadlines with strong attention to detail
• Work both independently and collaboratively within a team environment
• Respond to inquiries and resolve issues in a professional and timely manner
• Facilitate coordination across teams to ensure smooth execution of sales initiatives
• Deliver a high level of client service and contribute to a positive client experience

• Bachelor’s Degree from a four-year college or university with one (1) to three (3) years’ experience in security sales in a financial planning, investment management, or other financial services environment.
• OR ~
• An equivalent combination of experience, education, and/or training as approved by Human Resources.

• SIE required provided that an exemption or grandfathering cannot be applied.
• FINRA Series 7 and Series 63 licenses or ability to obtain within three (3) months of hire date.

Travel Required:

Yes , 5 % of the Time