Institutional Equity Sales- Team Assistant

Melbourne
Wealth Management
Permanent

Our client is a leading Institutional Equities broker seeking a Sales Assistant to directly support their Institutional Equity Sales team as well as run the office management duties for their small office in Melbourne.  

They are seeking someone who has prior stockbroking industry experience  and someone with the ability to get involved in Institutional sales support and client support duties to assist the team

You will provide the first point of contact for clients and provide a broad range of general support for their Institutional Sales team in Melbourne also including corporate access, events, roadshow and marketing support.

Our client has a team of 45 staff in Sydney and a smaller team of 3 Institutional Sales staff in Melbourne, and general office admininstraion, although there isn’t much, is still an important part of the role. 

Responsibilities:

• Provide assistance with sales orders and sales meetings, liaising with Melbourne and Sydney Institutional Sales teams
• Providing first point of contact in the Melbourne office for all externals 
• Management of the Melbourne Room calendar, liaising with Sydney team on bookings 
• Assisting Corporate Access with completion of Melbourne based marketing campaigns. 
• Update and maintain data of Melbourne clients in CRM and assist logging interactions where required 
• Providing assistance to Sales and Corporate teams on placements where required 
• Provide all general administration fo the Melbourne office and assist coordination of Melbourne based marketing campaigns and ad hoc client meetings, provide sales assistance to the Melbourne based Institutional Sales team and the broader Institutional Sales team where required
• Coordinating catering or venue booking for client lunches and dinners 
• Ensuring meeting room, kitchen and general office area are kept immaculate. 
• Management of all Melbourne deliveries, ensuring office supplies are replenished and mail is distributed 
• Management of all Melbourne office IT requests 

Experience required:

• Previous stockbroking or similar financial services industry experience preferable- ie Desk or Dealer assistant, Client services, Team assistant, sales support.
• Previous administrative and assistant experience needed 
• Competent in Microsoft Office suite (word, excel, powerpoint) 
• Previous experience with a client relationship management (CRM) system strongly advised 
• Ability to manage competing deadlines