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Institutional Sales Assistant

  • Profession:

    Office Services
  • Specialty:

    Administrative Assistant I
  • City:

  • State:

  • Status:

  • Type:

    Direct Hire
  • Job Id:



A research firm in Boston, MA is seeking an Institutional Sales Assistant to join their team. As the Institutional Sales Assistant, you will be arranging travel, marketing decks, making reservations, answering phones, updating the client database, and opening accounts. Apply today to join a terrific firm that has been in business for 50 years!

Hours for the Institutional Sales Assistant:

  • 7:30am-5:30pm with additional hours as needed
Responsibilities for the Institutional Sales Assistant:
  • Provide direct support to 4 Institutional Salespeople
  • Manage and monitor general administrative duties such as answering phones, processing expenses, client correspondences, research requests, new client account paperwork and maintaining client database
  • Support business development through the coordination of analyst calls and meetings
  • Coordinate logistics for analyst marketing meetings including juggling schedules, confirming meetings, ordering and sending marketing decks, organizing client lunches/dinner/events and making travel arrangements
Requirements for the Institutional Sales Assistant:
  • Bachelor's degree
  • Prior work and/or internships preferred
  • Technology savvy with a strong knowledge working with Microsoft Office
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship

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