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Sales Support Assistant in United States at Jobgether

NewJob Function: Sales
Jobgether
United States, United States
Posted on
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Job Description

Sales Support Assistant

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Sales Support Assistant in the United States.

This role plays a key part in supporting a specialized securities liquidation and sales support program focused on fixed-income and equity assets. You will work closely with internal sales professionals to help execute transactions, maintain accurate client and pipeline data, and ensure smooth coordination across operational and client-facing activities. The position blends administrative precision with financial services exposure, contributing directly to revenue-generating initiatives and client satisfaction. You will be involved in preparing reports, organizing sales materials, and supporting trade execution workflows through internal platforms. Operating in a fast-paced, detail-driven environment, you will serve as an important connector between sales teams, clients, and operational functions. This is an excellent opportunity for someone looking to build experience in financial services sales support and securities operations.

Accountabilities:
  • Support the execution of fixed-income and equity security transactions through internal trading platforms based on client and team requests.
  • Maintain and update pipeline data, client records, and prospect databases to ensure accuracy and reliability of sales information.
  • Prepare, format, and maintain sales materials, reports, presentations, and documentation using standard business tools and systems.
  • Gather and organize data from multiple sources to support reporting, business development, and decision-making activities.
  • Provide day-to-day administrative and operational support to sales teams, including handling inquiries and coordinating follow-ups with clients.
  • Partner with cross-functional teams to support trade execution, resolve operational issues, and ensure smooth sales processes.
  • Ensure compliance with internal policies, procedures, and documentation standards while supporting efficient workflow execution.
Requirements
  • Bachelor’s degree in business, finance, or a related field, or equivalent combination of education and relevant experience.
  • 1–3 years of experience in financial services, securities operations, sales support, or investment-related environments.
  • Understanding of fixed-income and equity securities, with familiarity in sales or trading support processes.
  • Strong proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and general business systems.
  • Experience or familiarity with tools such as Bloomberg or FactSet is a plus.
  • Ability to manage multiple priorities, meet deadlines, and maintain high attention to detail in a fast-paced environment.
  • Strong written and verbal communication skills with a client-service mindset.
  • Ability to work both independently and collaboratively across teams while maintaining professionalism.
Benefits
  • Competitive compensation package including base pay and potential additional incentives
  • Comprehensive healthcare coverage including medical, dental, and vision insurance
  • Retirement savings plan with employer contributions
  • Paid time off including vacation, holidays, sick leave, and parental leave
  • Life, disability, and supplemental insurance options
  • Exposure to financial markets, securities trading, and client-facing sales operations
  • Professional development opportunities within a global financial services environment
  • Collaborative, client-first culture focused on growth and continuous improvement.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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Job Location

United States, United States

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