Institutional Equity Sales Assistant

Raymond James•Montreal, QC

3h•CA$65,000 - CA$75,000•Onsite

About The Position

We are looking for a highly organized, proactive and detail-oriented Institutional Equity Sales Assistant to join our Montreal Capital Markets team. This is a fast-paced role supporting Institutional Equity Sales, Trading and Research professionals while working closely with our Corporate Access and marketing teams. The successful candidate will be comfortable operating in an environment where priorities can change quickly, deadlines matter, and accuracy and responsiveness are essential. For someone interested in Capital Markets, this is an excellent opportunity to work alongside experienced Sales and Trading professionals and gain exposure to institutional equities, corporate access, client marketing and the day-to-day workings of the markets.

Requirements

Exceptional organizational skills and meticulous attention to detail
The ability to manage multiple competing and time-sensitive priorities without sacrificing accuracy
A proactive mindset and willingness to take ownership of tasks from start to finish
Strong judgment, professionalism and discretion when handling confidential information
Excellent interpersonal and relationship-management skills
Strong written and verbal communication skills
Confidence interacting with senior professionals, clients and external stakeholders
The ability to work independently while being a collaborative and dependable member of a team
Strong Microsoft Office skills and the ability and willingness to quickly learn new systems and applications
Professional communication skills across email, telephone, videoconferencing and in-person interactions
Fluency in English and French
Post-secondary education or an equivalent combination of education and relevant experience
Previous administrative, coordination, client-service, events, travel, logistics or expense-management experience is preferred

Nice To Haves

Previous experience in financial services or capital markets is an asset
Knowledge of investment concepts, the securities industry, Capital Markets or CRM platforms is considered an asset

Responsibilities

Provide day-to-day administrative and operational support to the Institutional Equity Sales, Trading and Research team
Coordinate busy calendars, meetings and other time-sensitive activities
Coordinate travel arrangements, including flights, hotels, ground transportation and detailed itineraries
Prepare, reconcile and submit expense reports accurately and on a timely basis
Support client marketing initiatives and bespoke corporate and analyst roadshows, including scheduling, itineraries, meeting logistics and related materials
Work closely with the North American Corporate Access team to maintain the events calendar and coordinate regional corporate and analyst marketing
Assist with the planning and execution of conferences, client events and other special events
Coordinate breakfasts, lunches and other hospitality requirements for internal and client meetings
Maintain CRM information, databases, records and files to support the efficient operation of the team
Respond to calls and inquiries and ensure messages and information are directed appropriately
Provide timely, discreet and professional service to internal and external clients
Anticipate team needs, identify potential scheduling or logistical issues, and proactively help resolve them
Take on additional responsibilities and projects as required
Maintain office supplies and readiness