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 fix-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.

Job Description

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.

Knowledge of

• 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 FactSet systems
• Fixed-income and equity security sales

Skill in

• 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

Ability to

• 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

Education/Previous 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.

Licenses/Certifications

• 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

Education

Bachelor’s (Required)

Work Experience

General Experience - More than 15 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash …