Paulson Investment Company, LLC · 23 hours ago
Sales Assistant
New York, NY
Full-time
Onsite
New Grad, Entry LevelPaulson Investment Company, LLC is a national boutique investment bank seeking a Sales Assistant to support their Sales teams. The role involves organizing and tracking paperwork for Sales Representatives and facilitating communication with clients.
BankingFinanceFinancial Services
Hiring Manager
Alex Winks
Responsibilities
Organize, track, and ensure the progress of all required paperwork for multiple Sales Representatives to verify documents are completed correctly and on time
Facilitate the distribution of documents at the Sales Representatives' request to clients, including the sending of electronic signature documents
Respond to department-specific questions in a timely and accurate manner
Research, communicate, and resolve operational issues and potential problems to supervisors and other business units
Qualification
Required
Excellent communication skills
Ability to independently problem solve
Highly organized and detail-oriented
Strong proficiency with Microsoft Office programs, specifically with Outlook and Excel
An ability to learn and adapt to changing and occasionally fast-paced, high-pressure environment to meet deadlines
Preferred
Series 7 or 99 registration preferred but not required
Series 7, 63 or 66? (Preferred)
Benefits
401(k)
Dental insurance
Health insurance
Paid time off
Company
Paulson Investment Company, LLC
Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets.
Founded in 1970
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$3.63M2020-06-19Series Unknown· $0.85M
2019-10-24Series Unknown· $1.23M
2017-08-21Seed· $1.56M
Leadership Team
Alex Winks
President and CFO
Harry S.
Chief Compliance Officer
Recent News
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2025-02-13
Company data provided by crunchbase