Sales/Administrative Assistant jobs in United States
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Mesirow · 5 hours ago

Sales/Administrative Assistant

Mesirow is an independent, employee-owned financial services firm founded in 1937. The company is seeking a Sales/Administrative Assistant to provide a variety of administrative and sales support duties for the Senior Managing Director-Principal in their New York City office.

Financial Services

Responsibilities

Match and allocate trades in Bloomberg through SSMO
Communicate with Operations on any settlement issues
Assist the internal operations department and clients’ back office to resolve any settlement issues
Open and monitor new account setup by completing internal forms, notifying the DVP New Accounts Department, and follow up with client for additional information
Obtain and maintain KYC documents
Work closely with sales & trading support team to ensure settlement of transactions
Field questions and resolve problems to ensure clients are serviced properly
Assist with other general office administrative tasks and a variety special projects, as needed

Qualification

Series 7Fixed income experienceMicrosoft Office proficiencyBloomberg knowledgeKYC documentsCommunication skillsTeamworkAttention to detail

Required

Bachelor's degree in business or a business related degree such as Finance, Economics or Accounting
High proficiency with Microsoft Office products, particularly being able to build spreadsheets in Excel
Self-starter with a strong work ethic and the ability to work in a fast-paced environment with high attention to detail
Superior communications skills, both oral and written; effective interpersonal skills
Ability to work well independently and also within a team environment

Preferred

Series 7 and 63 preferred or ability to obtain upon joining the company
Fixed income experience - KYC Documents/Dealogic knowledge a plus
Familiarity with Bloomberg's systems strongly desired

Benefits

Opportunity for a commission
Discretionary performance bonus
Mesirow benefit program

Company

Mesirow is an independent, employee-owned financial services firm.

Funding

Current Stage
Late Stage

Leadership Team

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George Barbar
Senior Managing Director | Head of Regional Development and Strategy
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Ketan Shah
Chief Strategy Officer (CSO) & General Counsel
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Company data provided by crunchbase