Sales Assistant (Institutional Sales & Trading)

The Opportunity:
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 is one of the few employers to be named in both the Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago. At Mesirow, we invest in what matters: our clients, our communities, and our culture.

We are currently seeking a Sales Assistant on our IS&T team who will perform a variety of administrative and sales support duties for the Senior 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:
  • Customer Credit related documents
  • Trade tickets and related documents
  • Reports
  • Customer documents including new account forms
• Communicate with Operations on cash trade specifics
• Review wire/check request processing and monitor customer accounts in coordination with Margin Department and Cashiering
• 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