Canaccord Genuity - Global Capital Markets · 1 day ago
Sales Assistant
Boston, MA
Full-time
Hybrid
New Grad, Entry Level
$75K/yr - $75K/yrCanaccord Genuity is the global full-service investment banking division of Canaccord Genuity Group Inc., offering a range of investment banking and trading services. The Sales Assistant will support senior salespeople by handling calls, compiling research notes, scheduling conferences, and maintaining client records in CRM systems.
Financial Services
Hiring Manager
Laura Iyengar, SHRM-CP
Responsibilities
Phones : Answer calls enthusiastically and professionally, and relay messages accurately, for all Sales/Traders as needed. Outgoing/proactive calls are also required
Compile the AM Note Recap : Working with the other juniors in the morning, and eventually solo, to recap the overnight research into an email that is sent by salespeople every morning
Research recaps : Helping senior sales people efficiently summarize our research notes
Conference scheduling : Help market our conferences to clients, and compile/update conference information (participating companies, events, etc., that change frequently), as well as helping the senior salesperson keep track of client one on one requests and schedules. Also involves being able to help our marketing team during conferences and interacting with our clients at the events during registration
Non-Deal/Deal roadshows : Print marketing decks and help set up schedules for when we host management meetings. Ability to escort management teams between their meetings occasionally
Model requests : Responding to model requests from our clients by getting the model from our research library and then keeping a record of it in our CRM systems
Updated client holdings : Keep monthly/quarterly interest lists sent by clients up to date in our CRM system
CRM systems : Helping to ensure the senior salesperson logs their client interactions in our CRM systems (calls, emails, models, events)
Access tracking/vote logging systems : Diligently recording all interactions the firm has with clients who keep their own records as directed by the senior salesperson. Learning how to use the systems and being proactive to ensure all interactions are logged is extremely important
Expense reports : Scanning T&E receipts into our expense tracking system for the senior salespeople
Qualification
Required
Bachelor's degree
Ability to become Series 7 and 63 licensed within 6 months of hire
Advanced experience with Microsoft Office (Excel, Outlook)
Strong interest and passion for the Equity Markets
Excellent communication, organizational and interpersonal skills, with a keen focus on attention to detail & organization
Attention to detail is imperative given there's numerous project-based work and compilation of client names, emails, numbers, etc
Sales presence; ability to engage and be effective with clients
Team player with a strong work ethic
Benefits
Medical and dental insurance
Vision insurance - 100% company-paid benefit
Employee Wellness Program - 100% company-paid benefit
On-demand expert guidance to help resolve everyday issues
Life insurance - 100% company-paid benefit
Short-term disability insurance - 100% company-paid benefit
Long-term disability benefits
Pet insurance
Equinox partnership
401(k) with employer match
Employee Stock Purchase plan with employer match
Commuter pre-tax benefits
Tuition reimbursement
Company
Canaccord Genuity - Global Capital Markets
Canaccord Genuity is the global capital markets division of Canaccord Genuity Group Inc., offering institutional and corporate clients idea-driven investment banking, merger and acquisition, research, sales and trading services from offices in North America, UK & Europe, Asia, and Australia.
Founded in 1950
501-1000 employees
H1B Sponsorship
Canaccord Genuity - Global Capital Markets has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2023 (8)
2022 (4)
2020 (3)
Funding
Current Stage
Late StageLeadership Team
Bryan Cummings
Managing Director, Financial Sponsor Coverage
John Prunier
Managing Director
Recent News
2026-01-22
Company data provided by crunchbase