Fixed Income Sales Assistant (Hybrid)

Summary/Objectives

The Fixed Income Sales Assistant is responsible for supporting the sales force and customers in various operational tasks. This includes managing trade activities, customer care, and providing administrative support.

Essential Functions

• Perform detail-oriented tasks and provide specialized support for the sales force and customer base
• Manage issues arising daily concerning trade activity, market conditions, and customer care
• Develop working relationships with trading and operations departments to promote smooth execution and delivery of securities
• Identify and implement proper protocol for successful execution of trades
• Maintain and encourage means in which to simplify and streamline the needs of the sales force
• Accept responsibility of unassigned duties
• Provide fast, professional, and accurate information to the sales and trading teams
• Research and resolve problems and take corrective action to ensure smooth operations
• Serve as a back-up for the sales staff when they are unavailable or out of the office
• Answer phones, send faxes/scans, make copies, and perform other general office duties
• Provide leadership to customers and coworkers through example and the sharing of knowledge and skills
• Maintain compliance with MSRB, FINRA, and SEC regulations
• Ensure that the Bank’s policies and procedures, code of conduct, and regulatory guidelines are strictly complied with

Competencies

• Strong communication skills characterized by excellent writing and speaking skills
• Proficient with general office machines and programs to include Microsoft Office (Word, Excel, Outlook)
• Good knowledge of business English, including spelling and punctuation
• Well-organized, accurate, and attentive to detail
• Cool under pressure and responsive to customer and coworker concerns
• Excellent multi-tasking skills
• Effective listening skills
• Keen eye for detail and follows instructions to the letter

Qualifications, Education, And Certification Requirements

• Education: Bachelor’s degree or equivalent work experience
• Experience: Equivalent work experience in related field preferred
• Certifications/Specific Knowledge: SIE, Series 7 and Series 63 exams required or the successful completion of these exams within 90 days of hire. Additional finance computer experience such as Bloomberg is beneficial.

Physical Demands

• Must be able to effectively access and interpret information on computer screens, documents, and reports
• This position requires a large amount of time in front of a computer
• This can be done sitting or standing with use of the right desk

Work Environment

• This position is on an open trading floor with an individual workstation
• This position is located in an environment that may be loud throughout the day
• Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions
• Cable or fiber connections are preferred

Requirements are subject to change, as new systems and technology is delivered.

Travel

• Travel may be required to attend meetings as needed

Work Location

400 Interstate N Parkway, Ste 1200
Atlanta, Georgia 30339

Equal Opportunity Employer, including disabled/veterans.