At a Glance
- Tasks: Support the Equity Sales Trading team and manage executive tasks for the Managing Director.
- Company: Dynamic financial services firm in the heart of London.
- Benefits: Competitive salary, professional development, and a vibrant office culture.
- Other info: Fast-paced environment with opportunities to grow and adapt.
- Why this job: Gain hands-on experience in finance while working closely with industry leaders.
- Qualifications: Strong Microsoft Office skills and experience in client support or admin roles.
The predicted salary is between 40000 - 50000 £ per year.
This role combines Sales Trading Assistant (50%) and Executive Assistant (50%) responsibilities. The position supports the Equity Sales Trading team while also providing dedicated administrative support to the Managing Director and the wider team on an ad hoc basis. The Sales Trading Assistant component focuses on client servicing, coordination of corporate access, and sales support activities.
Key Responsibilities
- Coordinate analyst marketing and corporate roadshows, including scheduling, logistics, and presentation materials
- Support the Equity Sales and Trading team with CRM management, client onboarding, and event coordination
- Maintain client interaction data and produce management reporting
- Assist with client relationship development and distribution of marketing materials
- Provide dedicated support to the Managing Director, including complex diary management and meeting coordination
- Organise management presentations, materials, and detailed itineraries across multiple stakeholders and time zones
- Manage travel arrangements and expenses end-to-end
- Deliver general administrative support including team reporting, contact management, and document/file maintenance
- Act as a key point of coordination to support the day-to-day running of the MD’s business activities
Skills & Experience
- Must have strong Microsoft Office skills (Word, Excel, PowerPoint)
- Experience in financial services, client support, or administrative roles
- Highly organised, detail-oriented, and able to manage competing priorities in a fast-paced environment
- Strong communication skills with the ability to build relationships across all levels
- Proactive, adaptable, and able to work independently with a "can-do" attitude
- Calm under pressure, with sound judgement and discretion
- Team-oriented mindset with a focus on delivering high-quality outcomes
Further Information
The balance of responsibilities may evolve over time in line with business needs. This list is not fully exhaustive and may be amended from time to time to reflect the changing needs of the department and/or business.
Sales Trading & Executive Assistant in London employer: Raymond James
Join a dynamic and supportive team in the heart of London, where your contributions as a Sales Trading & Executive Assistant will be valued and recognised. Our company fosters a collaborative work culture that prioritises employee growth through continuous learning opportunities and mentorship from experienced professionals. Enjoy a competitive benefits package, including flexible working arrangements and a vibrant office environment that encourages innovation and teamwork.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Trading & Executive Assistant in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Raymond James. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Sales Trading & Executive Assistant in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Raymond James.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Raymond James's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Raymond James
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Raymond James.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Raymond James will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Raymond James employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
