Our client, a financial firm, is seeking a Equities Sales Coordinator. The ideal candidate will be highly organized and a team player.

Responsibilities Include:

  • Screen all incoming calls and act as “gate keeper”
  • Extensive calendar management and logistical coordination
  • Arranging domestic and international travel, including hotel accommodations, car services, and restaurant reservations
  • Preparing travel and expense reports, including the reconciliation of reimbursements
  • Providing administrative coordination in the new investment management and business development processes
  • Populating attendee data into the firm’s CRM database
  • Entering data regarding new fund relationships into CRM (Salesforce) and internal proprietary data systems
  • Preparing all relevant meeting and conference materials
  • Generating client-sensitive correspondence/binding presentations, including proofreading and formatting memos
  • Filing, scanning and photocopying for investment team members
  • Completing general office support functions and projects as needed

Qualifications Include:

  • Bachelor’s degree is a MUST
  • 2+ years of administrative experience within finance working closely with corporate access team
  • Commitment to anticipating needs and resolving issues
  • Professional and service-oriented demeanor
  • Respect for confidential information
  • Highly-motivated with the ability work independently within a team context
  • Proficient in MS Word, Excel, and PowerPoint, along with database experience

Compensation: $75k range, plus bonus