ZipRecruiter

Log In

1

Institutional Sales Assistant Jobs in Indiana (NOW HIRING)

Newfields

Events Services Coordinator

Indianapolis, IN · On-site

$21/hr

... the sales process, planning process, and execution strong emphasis client experience * Assist with internal leads, to include assigned events from the president's office * Coproduce institutional ...

EMCOR Group Inc

Shambaugh & Son, L.P.

Fort Wayne, IN

... institutional, healthcare, pharmaceutical, and bio-fuel projects. Shambaugh & Son is seeking a Food ... * Assist in the promotion of Represented Products Parts Sales, to lead to more business for the ...

EMCOR Group Inc

Shambaugh & Son, L.P.

South Bend, IN

$16.75 - $21.50/hr

... institutional, healthcare, pharmaceutical, and bio-fuel projects ... Shambaugh & Son is looking for an Administrative Assistant, responsible for various office duties ...

Wingate

Leadership Annual Giving Officer

Wingate, IN · On-site

The Leadership Annual Giving Officer reports directly to the Assistant Vice President for ... Adhere to institutional gift acceptance policies, confidentiality standards, and CASE/AFP ethical ...

previous pagenext page

Showing results 21-40

All JobsInstitutional Sales JobsInstitutional Sales Assistant JobsInstitutional Sales Assistant Jobs in Indiana

Institutional Sales Assistant information

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 Indiana?

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

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

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

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

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

What cities in Indiana are hiring for Institutional Sales Assistant jobs?

Cities in Indiana with the most Institutional Sales Assistant job openings:

Institutional Sales Assistant jobs near you
Infographic showing various Institutional Sales Assistant job openings in Indiana as of August 2026, with employment types broken down into 79% Full Time, 19% Part Time, and 2% Contract. Highlights an 82% Physical, 2% Hybrid, and 16% Remote job distribution.

Events Services Coordinator

Newfields

Indianapolis, IN • On-site

$21/hr

Full-time

Posted 10 days ago

Job description

Job Title: Event Services Coordinator
Department: Events
Reports To: Events Manager
FLSA Status: Non-exempt, hourly $21.00 per hour
Daily Tasks and Event Operations Coordinator
Event Services Client Management
  • Cultivating assigned leads through the sales process, planning process, and execution strong emphasis client experience
  • Assist with internal leads, to include assigned events from the president's office
  • Coproduce institutional events as assigned
  • Plan events as assigned during peak periods

Finance
  • Generate and manage invoicing for event-related incidents.
  • Provide necessary information for finance-related inquiries.
  • Maintain proper financial recording on assigned events within Tripleseat

Event Coordination
  • Communicate effectively with event contacts and act as a liaison to secure required resources to ensure a successful event
  • Represent Newfields during client-facing meetings and with external vendors.
  • Oversee the day-of event planning and execution from your portfolio or as assigned
  • Create event itineraries for internal and external communication.

Event Sales
  • Identify and pursue additional revenue opportunities for secured accounts.
  • Assist with high-volume event leads and the sales process.
  • Generate and execute event contracts that live within your portfolio
  • In collaboration with the events team, introduce hosting concepts to generate sales, and incentives designed around group, festival, and or event-based concepts.
  • Support, plan, and or execute signature events as dictated by the president's office. This includes but not limited to seasonal institutional events in collaboration with the president's office and or advancement and marketing.

To perform the job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
Required Skills
  • Excellent customer service skills.
  • Ability to be a self-start and creatively problem-solve under pressure.
  • Excellent organizational and communication skills.
  • Good computer skills and keen attention to detail are required.

Education and/or Experience
  • 2 years of customer service experience.
  • Wedding experience preferred
  • 2 years of event planning experience.
  • BA/BS degree preferred.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Apply