Hybrid Institutional Sales Operations Assistant

First Eagle Investments; New York (NY); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Generous paid time-off

Medical/dental/vision plans

401(k) retirement and profit-sharing

Hybrid work environment

Dress for the day

Many more benefits

Job summary

First Eagle Investments, a privately owned investment management firm in New York, seeks a Sales Operations Assistant for the New York Institutional team. You will support the sales force with scheduling, presentations, proposals, and CRM updates, while handling calendar and expense management in Workday.

Responsibilities include maintaining client data in Salesforce, generating pipeline reports, coordinating meetings, and providing cross-coverage as needed.

Qualifications

• Undergraduate degree preferred.
• 5+ years in financial services sales support or sales admin roles.
• Proficient with Salesforce reporting.
• Excellent time management, organizational and interpersonal skills.
• Discretion and professional conduct.

Responsibilities

• Schedule meetings, prepare presentations, proposals and sales materials.
• Ensure materials are prepared for trainings and client meetings.
• Maintain client information and sales tracking in Salesforce.
• Generate regular sales activity and pipeline reports.
• Coordinate client communications and follow-ups.
• Conduct research and indicate findings as needed.
• Plan and coordinate internal/external meetings and events.
• Provide calendar management and scheduling conflict resolution.
• Prepare invoices and expense reports in Workday.
• Occasionally support other team members during vacations.

Skills

Time management

Organizational skills

Interpersonal skills

Written and verbal communication

Discretion and professionalism

Self-starter

Collaborative spirit

Education

Undergraduate Degree

Tools

Salesforce

Workday

Excel

PowerPoint

Job description

First Eagle Investments, a privately owned investment management firm in New York, seeks a Sales Operations Assistant for the New York Institutional team. You will support the sales force with scheduling, presentations, proposals, and CRM updates, while handling calendar and expense management in Workday.

Responsibilities include maintaining client data in Salesforce, generating pipeline reports, coordinating meetings, and providing cross-coverage as needed.