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Sales Assistant

Bank of America

Bank of America

Sales Assistant

New York, NY
Full Time
Paid
  • Responsibilities

    MO - Sales Assistant Bank of America 21,529 reviews - New York, NY 10036 Job Description: Line of Business Specific Job Description: The MO Sales Assistant will work on the trading floor and interact regularly with sales, trading, clients, counterparty credit risk, client onboarding, technology, compliance, and other operations teams to support salespeople and their clients. Responsibilities: * Support and provide oversight of operational components of various asset classes, including trade capture. * Client onboarding, customer due diligence (KYC) and refresh, facilitating credit approvals and trading agreements, and remediating documentation deficiencies for existing clients. * Create relationships across multiple areas of the firm including trading, operations, technology, legal, compliance, credit. * Engage with various business partners to resolve trade flow issues and discrepancies. * Keep abreast of regulatory change and ensure that processes are continually reviewed and improved for controls and efficiency. * Respond to ad hoc requests from sales and clients, including facilitating internal escalations to ensure client needs from other internal teams are addressed. Required Skills: * 1-5 years experience in comparable middle office role. * Advanced Excel skills. * Highly organized with strong communication skills and a sense of urgency. * Ability to multi-task and reprioritize as needed in a high volume time-sensitive environment is a must. * Ability to integrate constructive criticism as an opportunity for growth. Desired Skills: * BS/BA required (business or finance degree preferred). * Series 7 and/or Series 63 Certification Enterprise Specific Job Description: Role Overview: Supports sales and/or trading desks. Responsible for trade capture and resolving trade discrepancies. Liaises between trading, trade support, sales, counterparties, counterparty credit, operations, and compliance. Key Responsibilities Provides direct support to traders on the floor. Responsible for trade capture and trade activity reporting. Advises traders of position adjustments and/or discrepancies. Reviews trade sheets/tickets. Tracks and verifies trades and checks accuracy of processed trades. Shift: 1st shift (United States of America) Hours Per Week: 40 15 hours ago - save job - original job Apply On Company Site Other jobs you may like Fit Model / Sales Assistant Romeo and Juliet Couture - New York, NY 21 hours ago Easily apply Senior Sales Assistant goCharge - New York, NY 11 hours ago Easily apply Wholesale Sales - Sales Assistant Lafayette 148 New York - Brooklyn, NY 3 hours ago Easily apply Sales Assistant Steve Madden - New York, NY 4 days ago Sales Assistant BSD Trading Company - New York, NY 8 days ago Easily apply * Mo jobs in New York, NY * Jobs at Bank of America in New York, NY * Mo salaries in New York, NY Bank of America Bank of America 21,529 reviews Bank of America Corporation is a bank holding company. Through its banking subsidiaries (the Banks) and various non-banking subsidiaries... Let employers find you Thousands of employers search for candidates on Indeed Upload Your Resume

  • Industry
    Financial Services