Jobs in Go!

THIS IS A NON-PERM ROLE Executive PA who is client facing, admin oriented , can manage the end to end process , stakeholder engagement - A resource who has experience is sales researcher / Equity will be an advantage Purpose of the role To assist the Institutional Equity Sales team across a range of administrative areas Success criteria: 1) Free-up valuable client servicing time for the sales team (for calls, sales ideas, strategy & ECM work) 2) Enhance the back-office organisation of the team and cross-team collaboration Responsibilities Broad administrative support of the SA, UK, and USA Equity Sales team, including but not limited to: KYC/Onboarding: Drive internal (KYC, Legal, Compliance) and external engagement to ensure optimum client experience on KYC/onboarding and maximise conversion. Research all basic info on 'address', 'registered address', Bi-weekly reporting on progress & bottlenecks. Equity Sales team members to maintain full legal responsibility on setup and initiation Research Agreements and CSAs Research Agreements: client engagement, MIFID compliance/removal of non-paying clients from distribution lists, invoicing and payment tracking Monitoring of engagements on Singletrack/ensuring no slippage CSAs: assist SA team with management of CSA payments Broker Platforms: Timeous uploading of client interactions to the relevant broker platforms (CorpAxe, Commcise, etc) When necessary, loading of events on broker platforms. Active management of SA and SSA Equity Sales and Research contact details across all platforms NDRs/Analyst marketing/Conferences/Travel: Roadshow scheduling assistance (agenda, meeting rooms, transportation, printing) Assist team with booking client meetings at conferences (AIC, SAT) Assist team with own travel coordination Client requests and administration: Assistance with light client requests (e.g. sharing of research reports) Assistance of coordination of Events/Calls led by Equity Sales Maintenance of client database (Excel/Singletrack/Salesforce) – tracking and management of team changes, contact details & addresses Assistance with management of client distribution lists and access (email, but also research access on BBG/Factset) Broker votes: monitor, circulate, and track progress Filing: maintain an organised, secure, and cloud-based filing system for all relevant documentation Archiving of client meeting notes on Singletrack Apply Now

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Jobs in Go!