Sales Assistant

Mesirow; Chicago (IL); On-site; USD 75,000 - 100,000; Full time

Job summary

Mesirow in Chicago, IL, is seeking a Sales Assistant on the IS&T team to provide administrative and sales support to the Managing Director and SVP of Fixed Income Capital Markets in our Chicago office.

Responsibilities include processing trade tickets, account setup, data entry, reports, and coordinating with Operations and Margin, along with supporting the sales desk and back office to resolve settlement issues.

Qualifications

• Bachelor’s degree in business or related field.
• Series 7 and 63 preferred or ability to obtain upon joining the company.
• Fixed income experience highly desirable.
• Proficiency with Microsoft Office, especially Excel for data correlation.
• Strong work ethic and attention to detail.
• Excellent written and verbal communication; interpersonal skills.

Responsibilities

• Process and maintain filing of customer credit documents, trade tickets, reports, and new account forms.
• Enter bonds data, manual trade tickets and spreads.
• Coordinate with Operations on cash trade specifics and with Margin/Cashiering/TBA Clearing groups.
• Assist with settlement issue resolution with internal operations and clients’ back office.
• Handle new account setup forms and follow up for required information.
• Collaborate with sales and trading support to ensure settlement of transactions.
• Answer questions and resolve issues to ensure proper client service.
• Assist with general office tasks and special projects as needed.

Skills

Strong work ethic

Excellent communication

Team-player

Attention to detail

Education

Bachelor’s degree in business or related field

Tools

Bloomberg trading systems

Microsoft Excel

Job description

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow was recently named one of the Best Places to Work in Chicago by Crain’s Chicago Business and one of the Top 100 RIA firms by Barron’s.At Mesirow, we invest in what matters: our clients, our communities, and our culture.

We are currently seeking aSales Assistanton our IS&T team who will perform a variety of administrative and sales support duties for the Managing Director and Senior Vice President of Fixed Income Capital Markets in the Chicago office of Mesirow Financial. This position requires a wide range of administrative skills, knowledge of organizational policies and trading industry procedures. The role of the Sales Assistant is to provide support to the sales desk personnel, enter trade tickets, setup and monitor new accounts, data entry, reconciliation, report monitoring, and general non-trading related duties.

Responsibilities:

• Process, maintain, and handle filing of:
  o Customer Credit related documents
  o Trade tickets and related documents
  o Reports
  o Customer documents including new account forms
• Bonds data entry, enter manual trade ticket and spreads
• Communicate with Operations on cash trade specifics
• Review wire/check request processing and monitor customer accounts in coordination with Margin Dept, Cashiering, & TBA Clearing Group
• Assist the internal operations department and clients’ back office to resolve any settlement issues
• Monitor new account setup by completing internal forms, notifying the DVP New Accounts Department, and follow up with client for additional information and paperwork if needed
• Work closely with sales & trading support team to ensure settlement of transactions
• Field questions and resolve problems to ensure clients are serviced properly, including following up on factor and coupon changes
• Assist with other general office administrative tasks and special projects, as needed

Requirements:

• Bachelor’s degree in business or a business related degree such as Finance, Economics or Accounting
• Series 7 and 63 preferred or ability to obtain upon joining the company
• Fixed income experience highly desirable
• High proficiency with Microsoft Office products, particularly being able to build spreadsheets in Excel that correlate data
• 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
• Familiarity with Bloomberg’s trading systems strongly desired
• Ability to work well independently and also within a team environment

In accordance with the Illinois’s Pay Transparency Law, the anticipated hiring base salary for the role will be between $75,000 and $100,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a commission and discretionary performance bonus and theMesirow benefit program .

EOE

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.