Sales Assistant

Essential Duties and Responsibilities

• Provide administrative support to the sales team and management.

• Frequent client communication via e-mail (CRM system) / mail, and phone in a professional and timely manner.

• Request, provide, and track receipt of required account documents from clients.

• Maintain accurate customer records.

• Provide account-related information to brokers and clients (reports, e-mails).

• Maintain organized and easily accessible records for reference.

Knowledge, Skills, and Abilities

• Excellent verbal and written communication skills.
• Strong customer service skills and a professional demeanor.
• Strong organizational skills with exceptional attention to detail.
• Ability to prioritize multiple tasks and meet deadlines.
• Ability to handle confidential information with discretion.
• Previous experience in a brokerage, fixed-income, banking, or financial services environment is a plus.
• Understanding of municipal bond terminology and market fundamentals is a plus.

Preferred Attributes

• Positive attitude and strong work ethic.
• Dependable, self-motivated, and adaptable.
• Strong attention to detail with a commitment to accuracy.
• Ability to thrive in a fast-paced, deadline-driven environment.
• Commitment to providing outstanding customer service and supporting the success of the sales team.

Desired Skills and Experience Essential Duties and Responsibilities

* Provide administrative support to the sales team and management.

* Frequent client communication via e-mail (CRM system) / mail, and phone in a professional and timely manner.

* Request, provide, and track receipt of required account documents from clients.

* Maintain accurate customer records.

* Provide account-related information to brokers and clients (reports, e-mails).

* Maintain organized and easily accessible records for reference.

Knowledge, Skills, and Abilities

* Excellent verbal and written communication skills.

* Strong customer service skills and a professional demeanor.

* Strong organizational skills with exceptional attention to detail.

* Ability to prioritize multiple tasks and meet deadlines.

* Ability to handle confidential information with discretion.

* Previous experience in a brokerage, fixed-income, banking, or financial services environment is a plus.

* Understanding of municipal bond terminology and market fundamentals is a plus.

Preferred Attributes

* Positive attitude and strong work ethic.

* Dependable, self-motivated, and adaptable.

* Strong attention to detail with a commitment to accuracy.

* Ability to thrive in a fast-paced, deadline-driven environment.

* Commitment to providing outstanding customer service and supporting the success of the sales team.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.