Job: Marketing Assistant

Title Marketing Assistant
Categories Full Time
Start Date 2017-10-02
Location Toronto, Ontario
Job Information

Summary of Role and Duties

The individual in this position will be responsible for providing support to the Registered Representatives in the Equity Sales Group. The position requires the candidate to flourish is a fast paced fast market driven environment, the ability to multi task and develop positive relationship with the RRs and all the groups they interact with. The candidate will interface with Clients, Traders, Compliance, Controllers, Information Technology and other Operational groups.

Major Functions (Principal Duties and Responsibilities)

The assistant’s role requires extensive communication with internal and external contacts, maintenance of client databases, facilitation of client requests for information, and administrative tasks including events and conference maintenance and travel arrangements and preparation of expense reports.

  • Marketing process for team: planning and organizing detailed schedules and contacting clients to book meetings.
  • Import and update client holding in GPS, log interactions and send research using client tracker
  • Facilitate the team and flow of operations on the sales desk by being the main contact for policies and procedures
  • Follow up on customer data and research requests
  • Navigate Firm’s resources, interface with various departments to collect information, respond to requests
  • Provide backup support for colleagues and assist salespeople as needed with phone coverage and other office needs
  • Telephone coverage for team, answer phones, take accurate messages, back-up other lines as needed
  • Coordinate day to day admin tasks to ensure efficiency and flow on the desk
  • Calendar maintenance for meetings, events and/or conference calls
  •  Book travel and prepare expense reports

Required Skills and Personal Attributes

  • Strong organizational skills, ability to manage multiple priorities, take independent initiative and use good judgment within areas of responsibility
  • Bachelor’s degree required
  • Proficient in Microsoft Office applications
  • Education Level
  • Bachelor’s Degree
  • Experience Level 3

 

 

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