Financial Administrative Assistant jobs in United States
cer-icon
Apply on Employer Site
company-logo

SGS Technologie · 8 hours ago

Financial Administrative Assistant

SGS Technologie is a company that specializes in providing support for sales and marketing activities. They are seeking a Financial Administrative Assistant responsible for coordinating marketing events and managing consumption data related to sales activities.

AnalyticsAppsDigital MarketingInternetSEOSoftwareWeb AppsWeb DesignWeb DevelopmentWeb Hosting
Hiring Manager
Meetali (Mandy) Narang
linkedin

Responsibilities

Provide day-to-day support to assigned Institutional Equity Sales professionals and/or teams
Liaise with institutional clients and sales professionals to facilitate corporate access, analyst meetings, and conference calls
Serve as a primary liaison to the Corporate and Analyst Marketing desk, including responsibility for coordinating regional marketing trips and events from initial outline through execution
Own the planning and execution of assigned non-deal roadshows (NDRs) and marketing events, acting as the primary point of contact for internal and external stakeholders
Provide logistical support and recommendations for NDRs and analyst marketing, including travel and hotel arrangements in accordance with corporate travel policies
Select venues and coordinate all event details, including catering, room setup, and on-site logistics; develop and maintain relationships with venue and catering managers
Create and distribute event invitations, maintain marketing calendars and itineraries, and provide regular updates and final schedules to event participants
Coordinate conferences by gathering one-on-one meeting requests, assessing client availability, distributing preliminary schedules, confirming changes, and issuing calendar invitations for confirmed meetings
Communicate regularly with analysts and research assistants; manage and monitor client research report subscriptions
Maintain detailed spreadsheets tracking upcoming events, client interactions, and activities relevant to assigned sales professionals
Own consumption reporting data, including collecting, validating, tracking, and reporting client engagement and activity data related to meetings, events, roadshows, and conferences

Qualification

Event coordinationOrganisational skillsClient liaisonData managementCommunication skills

Required

Exceptional organisational skills in a fast-paced environment
Ability to manage sales schedules, travel, client meetings, consumption reporting, and general office operations
Experience in providing day-to-day support to Institutional Equity Sales professionals and/or teams
Ability to liaise with institutional clients and sales professionals to facilitate corporate access, analyst meetings, and conference calls
Experience coordinating regional marketing trips and events from initial outline through execution
Ability to plan and execute assigned non-deal roadshows (NDRs) and marketing events
Experience providing logistical support and recommendations for NDRs and analyst marketing, including travel and hotel arrangements
Ability to select venues and coordinate all event details, including catering, room setup, and on-site logistics
Experience creating and distributing event invitations, maintaining marketing calendars and itineraries
Ability to coordinate conferences by gathering one-on-one meeting requests and assessing client availability
Experience managing and monitoring client research report subscriptions
Ability to maintain detailed spreadsheets tracking upcoming events, client interactions, and activities
Experience owning consumption reporting data, including collecting, validating, tracking, and reporting client engagement and activity data

Company

SGS Technologie

twittertwittertwitter
company-logo
SGS Technologies is a web design and development company that offers a range of web development and optimization services to its clients.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Arun Venkatesan
CEO
linkedin
leader-logo
Karthikeyan Lakshmanan, CSM
Client Partner
linkedin
Company data provided by crunchbase