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Institutional Sales Assistant Jobs in Georgia (NOW HIRING)

Us Bank

Senior Auditor - Capital Markets

Atlanta, GA · On-site

$100 - $125/hr

... institutional sales and trading, prime brokerage and outsourced trading, electronic/systematic ... Primary Responsibilities Audit Planning & Risk Assessment * Assist with risk-based audit planning ...

US Bank

Senior Auditor - Capital Markets

Atlanta, GA

$77K - $95K/yr

... institutional sales and trading, prime brokerage and outsourced trading, electronic/systematic ... Primary Responsibilities Audit Planning & Risk Assessment * Assist with risk-based audit planning ...

Tecta America

Sales Representative

Atlanta, GA

$80K/yr

... institutional properties. We specialize in everything from built up and modified bitumen roofs to ... Receivables Oversight - Assist in managing outstanding payments and address any concerns related to ...

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All JobsInstitutional Sales JobsInstitutional Sales Assistant JobsInstitutional Sales Assistant Jobs in Georgia

Institutional Sales Assistant information

See Georgia salary details

$15.9K

$46.7K

$97.3K

How much do institutional sales assistant jobs pay per year?

As of Sep 7, 2026, the average yearly pay for institutional sales assistant in Georgia is $46,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $28,010.00 and $58,743.00 per year, depending on experience, location, and employer.

What is an institutional sales assistant?

Institutional Sales Assistants are professionals who support institutional sales teams in financial services firms, such as investment banks or asset management companies. Their responsibilities often include preparing sales materials, maintaining client databases, assisting with client communications, and coordinating meetings or presentations for large institutional clients like pension funds or mutual funds. They play a crucial role in ensuring that the sales process runs smoothly and that clients receive timely and accurate information. This role typically requires strong organizational skills, attention to detail, and a good understanding of financial products and markets.

What does an institutional sales assistant do?

An Institutional Sales Assistant plays a key role in supporting the sales team by handling client inquiries, preparing sales presentations, and managing account documentation. Daily tasks often include coordinating meetings, updating client records, processing trade orders, and ensuring compliance with internal and regulatory policies. The role requires strong organizational skills and frequent collaboration with portfolio managers, traders, and compliance teams to deliver timely and accurate service to institutional clients. This environment provides valuable exposure to both sales and investment operations, offering a solid foundation for career progression within institutional finance.

What skills and qualifications are needed to thrive as an institutional sales assistant?

To thrive as an Institutional Sales Assistant, you typically need a background in finance or business, strong analytical skills, and experience with data management. Familiarity with CRM systems, Bloomberg Terminal, and Microsoft Excel is common, and some roles may require FINRA certifications such as the Series 7 or 63. Excellent organizational abilities, attention to detail, and clear communication skills help you support sales teams and build client relationships. These competencies are essential for efficiently managing client accounts, streamlining sales processes, and ensuring the accuracy and professionalism required in institutional finance.

What is the difference between Institutional Sales Assistant vs Financial Advisor?

AspectInstitutional Sales AssistantFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like FINRA Series 7 or 63 may be preferredRequires a bachelor's degree; certifications such as Series 7, 66, or CFP are common
Work EnvironmentSupports sales teams in financial institutions; works in office settingsWorks directly with individual clients; may work in offices or remotely
Employer & IndustryFinancial firms, asset managers, banksFinancial planning firms, banks, independent practices
Search & Comparison IntentUnderstanding roles supporting institutional sales teamsAdvising clients on investments and financial planning

The main difference is that an Institutional Sales Assistant supports sales teams focused on institutional clients, while a Financial Advisor works directly with individual clients to provide financial planning and investment advice. Both roles require similar certifications and work in the financial industry, but their target clients and daily responsibilities differ.

How much do institutional sales assistants make?

Institutional sales assistants typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and the size of the firm. Compensation may also include bonuses and commissions based on sales performance, and strong communication and financial knowledge are important for success in this role.

What are the most commonly searched types of Institutional Sales jobs in Georgia?

The most popular types of Institutional Sales jobs in Georgia are:

What are popular job titles related to Institutional Sales Assistant jobs in Georgia?

For Institutional Sales Assistant jobs in Georgia, the most frequently searched job titles are:

What job categories do people searching Institutional Sales Assistant jobs in Georgia look for?

The top searched job categories for Institutional Sales Assistant jobs in Georgia are:

Institutional Sales Assistant jobs near you

Registered Client Service Associate (Atlanta, GA)

Oppenheimer & Co. Inc.

Atlanta, GA

Full-time

Posted 12 days ago

Job description

Who We Are:

Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description

Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Atlanta branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards.

Responsibilities

  • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
  • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
  • Learn to utilize research and technical support tools
  • Produce quality analytical reports using various software programs
  • Act with integrity and respect in all situations
  • Cultivate and grow existing client relationships
  • Assist with marketing efforts
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Prepare and process paperwork to open and service accounts

Skills/Requirements

  • This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail and thoroughness
  • FINRA Registrations: Series 7 and 63/65 (or 66) required
  • A basic understanding of financial instruments and brokerage/insurance products
  • 5+ years’ experience working as a sales assistant/CSA
  • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and the ability to learn Docusign and internal software programs.
  • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
  • Must be able to maintain the highest level of confidentiality
  • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
  • Able to prioritize and meet designated deadlines and work effectively in a pressurized environment under time constraints
  • Demonstrate the ability to handle multiple tasks to completion with little or no supervision