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GEIB Sales Assistant (Non-Reg) in St. Petersburg, FL at honor foundations

Date Posted: 10/2/2024

Job Snapshot

Job Description

Job Summary:

Under general supervision uses advanced knowledge and skills obtained through experience and/or training to provide general support to assigned Institutional Equity Sales professionals and/or teams. Maintains direct contact with Institutional Investors (clients) to facilitate meetings, conference calls and deliver written research. Acts as liaison between various inter-departmental administrators. Maintain high level of organization in a fast paced environment to coordinate sales schedules/travel, marketing trips, client meetings and general office management. Regular contact with internal and external customers is required to obtain, clarify or provide facts and information.

Essential Duties and Responsibilities:

  • Provides general support to assigned Institutional Equity Sales professionals and/or teams.

  • Liaises with clients and sales professionals to facilitate corporate access and analyst meetings.

  • Acts as liaison to the Corporate and Analyst Marketing desk, including some responsibility for allocating meetings for regional marketing trips and events.

  • Communicates with analysts and/or research assistants.

  • Performs day to day tasks for individual salespeople, in addition to general office management.

  • Maintains detailed working spreadsheets of upcoming events relevant to assigned professionals.

  • Updates and monitors client research report subscriptions.

  • Coordinates and facilitates conference calls between clients and analysts.

  • Operates standard office equipment and uses required software applications.

  • Performs other duties, projects and responsibilities as assigned.

    • Job Requirements

    Knowledge, Skills, and Abilities:

    Knowledge of:

  • Advanced concepts of financial services and Equity Capital Markets.

  • ECM travel policies and expense regulations.

  • Ability to learn both general and nuanced information for each client account under the sales assistant’s purview.

    Skill in:

  • Assisting in marketing sponsored events to appropriate clients.

  • Analyzing problems and establishing solutions in a fast paced environment.

  • Outlining logistics of meetings and travel that collectively satisfy the needs of sales, management, analysts and clients.

  • Gathering and compiling data and information for reporting purposes.

  • Responding professionally to inquiries and researching and resolving problems in a timely manner.

  • Using standard office equipment and required software applications for electronic communication, spreadsheets and databases.

    Ability to:

  • Multi-task and prioritize under pressure.

  • Work under tight deadlines using personal initiative without close supervision.

  • Partner with other functional areas to accomplish objectives.

  • Attend to detail while maintaining a big picture orientation.

  • Handle stressful situations and provide a high level of customer service in a calm and professional manner.

  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

  • Communicate effectively, both orally and in writing.

  • Provide a high level of customer service, including demonstrating sensitivity to customer needs and responding proactively.

  • Work independently as well as collaboratively within a team environment.

  • Organize and prioritize multiple tasks and meet deadlines.

  • Establish and maintain effective working relationships with others.

  • Maintain currency in sales/ trading polices and procedures.

    Educational/Previous Experience Requirements:

  • Bachelor’s Degree Preferred.

  • Minimum 1 (one) to 5 (five) years’ experience in a sales and marketing environment or financial services industry.

    ~or ~

  • Any equivalent combination of education, experience and/or training approved by Human Resources.

    Licenses/Certifications:

  • None Required.

    At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.



    We expect our associates at all levels to:

  • Grow professionally and inspire others to do the same

  • Work with and through others to achieve desired outcomes

  • Make prompt, pragmatic choices and act with the client in mind

  • Take ownership and hold themselves and others accountable for delivering results that matter

  • Contribute to the continuous evolution of the firm

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    THE HONOR FOUNDATION IS A 501(C)(3) TAX EXEMPT, NATIONAL NON-PROFIT CHARITABLE FOUNDATION. TAX ID # 46-2952873