SGS Technologie · 18 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.
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
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
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 StageRecent News
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