Sales Support Assistant

Job Description Summary

The Support Sales Assistant plays a key role in supporting the Unclaimed Property Securities Liquidation Program. This role helps coordinate activities associated with the purchase and sale of unclaimed fixed‑income and equity securities submitted by clients, and contributes to maximizing revenue opportunities by providing operational, administrative, and client support.

Working under general supervision, this position partners closely with internal sales professionals to ensure seamless execution of sales strategies and high-quality client experience, while supporting business growth initiatives. Position will be required to perform duties within a Raymond James office.

• Execute trades for fixed‑income and equity securities through the Raymond James trading platforms as requested by client.
• Support the team in maintaining accurate pipeline information.
• Prepare, update, and maintain sales materials, reports, presentations, and other documentation using standard office software and internal systems.
• Gather, compile, and organize data from multiple sources to support reporting, business development efforts, and strategic decision‑making.
• Provide administrative support throughout the sales process, including responding to inquiries, distributing materials, and following up with clients.
• Maintain and update client and prospect databases to ensure accuracy, completeness, and accessibility of information.
• Serve as a point of contact for internal and external stakeholders, providing professional, timely responses to inquiries and ensuring a positive client experience.
• Ensure compliance with organizational policies, procedures, and documentation standards while supporting day‑to‑day operational efficiency.
• Partner with cross‑functional teams to coordinate deliverables, resolve security trading issues, and ensure smooth execution of sales initiatives.
• Perform 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…