Equity Sales Assistant, New York

KeyBank; New York (NY); On-site; USD 32,000 - 48,000; Full time

Job summary

KeyBank in New York seeks an administrative professional to support a group of financial professionals, optimizing the team’s time and data handling. You will compile complex datasets, assist in analyst marketing events, and act as a courteous point of contact for clients and visitors.

Responsibilities include travel coordination, expense reporting, CRM data entry, and supporting conferences while maintaining high standards of communication and organization.

Qualifications

• 3+ years of relative experience in an administrative role.
• College degree preferred.
• Excellent MS Office skills (Excel, Word, PowerPoint).
• Strong written, verbal and time-management abilities.

Responsibilities

• Provide administrative support to Sales and Sales Trading Team.
• Coordinate travel and entertain client events.
• Manage expenses and accounting reports.
• Track PTO and submit reports.
• Ensure meetings are entered into CRM accurately.
• Coordinate analyst marketing events and NDRs with teams.
• Arrange transportation, meals, and printed materials.
• Support conferences and resource reporting with clients.
• Maintain data integrity in CRM and onboarding processes.

Skills

Time management

Verbal communication

Written communication

Education

College Degree (preferred)

Tools

MS Office

Job description

Location

1301 Avenue of the Americas, New York New York

About The Job

Provide general administrative support to a group of financial professionals to best leverage team’s time. Compile and analyze complex datasets to be submitted in a timely manner according to clients’ preferences. Assist in the flawless execution of analyst marketing events, Non-Deal Roadshows (NDR’s), client meetings, and conferences. Act as a point of contact for clients, visitors, and guests in the office.

Responsibilities

Provide administrative support to the Sales and Sales Trading Team including, but not limited to:

• Coordinate travel
• Assist in entertainment arrangements for client events
• Manage expenses and accounting reports
• Track paid time off and submit reports

Coordinate with Research and Corporate Access Teams on Analyst Marketing Events and Non-Deal Roadshows including, but not limited to:

• Ensure timely and accurate entry of all meetings booked into CRM system
• Arrange ground transportation, logistics, meals, and delivery of printed materials
• Effectively communicate between Sales Team, Corporate Access/Research Teams, and clients

Assist Corporate Access Team with conferences

Resource reporting with multiple Clients

• Update resource reporting due dates
• Coordinate with Sales Captains and Mosaic of resource reporting data integrity
• Establish new accounts on various platforms, ie. Bloomberg, Dealogic, CorpAx

Log alerts for client activity in BD vision on behalf of Sales

Send model requests as requested by client calls/emails

Facilitate data integrity in CRM system by logging activities on behalf of Sales, deleting duplicate entries, etc.

Serve as a point person by registering visitors, ordering supplies, reserving conference rooms and assisting with onboarding/offboarding

Requirements

• 3+ years of relative experience
• College Degree (preferred)
• Excellent PC skills in MS Office, especially Excel, Word and PowerPoint
• Excellent written, verbal, and time-management skills
• Basic knowledge of financial industry

This position requires a minimum of four days in the office each week.

Compensation And Benefits

This position is eligible to earn a base hourly rate in the range of $23.08 - $34.62 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 10/12/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [e-mail].