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Institutional Equity Sales Team Coordinator / Sales Assistant
Yoh
hybridUSD 52,500 - 75,000 / year
New York, NY (Hybrid 3-4x a week onsite) Posted Sep 2, 2026
About this role
Institutional Equity Sales Team Coordinator / Sales Assistant
Job Details
- Duration: Permanent FTE
- Pay Rate: $75,000 W2
- Location: Hybrid 3-4x a week onsite in NY
Key Responsibilities
- Assist in preparing, formatting, and distributing daily market and sales notes to institutional clients.
- Schedule and coordinate client meetings, conference calls, and Zoom meetings.
- Log and maintain records of client interactions, meetings, and outreach activities.
- Manage meeting requests and send calendar invitations for sales professionals and clients.
- Support conference planning, client meeting allocations, and corporate access events.
- Produce and distribute daily and weekly calendars detailing upcoming corporate access events and meetings.
- Generate and maintain client model requests and related tracking reports.
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