Equity Sales Support (4-5 Months Contract)

 

Recruiter:

HR Genie

Job Ref:

20004473

Date posted:

Monday, April 25, 2022

Location:

Gauteng, South Africa

Salary:

Market related


JOB SUMMARY:
Broad administrative support of the SA, UK, and USA Equity Sales team, including but not limited to:

JOB DESCRIPTION:

To assist the Institutional Equity Sales team across a range of administrative areas

Enhance the back-office organisation of the team and cross-team collaboration

  • 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', SEC info, etc.
    • 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

Hiring considerations: Someone “known, dedicated, motivated, and very competent”

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

Similar jobs you might be interested in:

Client Onboarding and Operations Manager, PropTech SaaS
Location: Pretoria
Salary:
27 days ago


Sales Representative (Office Automation)
Location: Bryanston
Salary:
40 days ago


Key Accounts Representative
Location: Brits
Salary:
43 days ago


Lodge Manager
Location: Johannesburg
Salary:
46 days ago


Operational Support : General Manager
Location: Johannesburg
Salary: Market-related senior executive package, negotiable on experience.
A leading national company servicing multiple sectors within the equipment services sector is seeking a highly experienced Operational support General Manager to take ownership of technical, service, and operational support functions across multiple regions.
67 days ago


Operational Support : General Manager
Location: Johannesburg
Salary: Market-related senior executive package, negotiable on experience.
A leading national company servicing multiple sectors within the equipment services sector is seeking a highly experienced Operational support General Manager to take ownership of technical, service, and operational support functions across multiple regions.
67 days ago


Operational Support : General Manager
Location: Johannesburg
Salary: Market-related senior executive package, negotiable on experience.
A leading national company servicing multiple sectors within the equipment services sector is seeking a highly experienced Operational support General Manager to take ownership of technical, service, and operational support functions across multiple regions.
67 days ago


Operational Support : General Manager
Location: Johannesburg
Salary: Market-related senior executive package, negotiable on experience.
A leading national company servicing multiple sectors within the equipment services sector is seeking a highly experienced Operational support General Manager to take ownership of technical, service, and operational support functions across multiple regions.
67 days ago


Operational Support : General Manager
Location: Johannesburg
Salary: Market-related senior executive package, negotiable on experience.
A leading national company servicing multiple sectors within the equipment services sector is seeking a highly experienced Operational support General Manager to take ownership of technical, service, and operational support functions across multiple regions.
67 days ago


Operational Support : General Manager
Location: Johannesburg
Salary: Market-related senior executive package, negotiable on experience.
A leading national company servicing multiple sectors within the equipment services sector is seeking a highly experienced Operational support General Manager to take ownership of technical, service, and operational support functions across multiple regions.
67 days ago


Create a free job alert for Equity Sales Support (4-5 Months Contract) in Gauteng

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions