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 evolve your role.
- Why this job: Gain hands-on experience in finance while supporting high-level executives.
- Qualifications: Strong Microsoft Office skills and experience in client support or admin roles.
The predicted salary is between 40000 - 50000 £ per year.
Start Date: ASAP
Location: London, office based
Department: Equity Capital Markets
Reporting line: Managing Director, Institutional Equity Sales
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
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 employer: Raymond James
Join a dynamic and innovative team in the heart of London, where we prioritise employee growth and development within a collaborative work culture. As a Sales Trading & Executive Assistant, you will benefit from a supportive environment that values your contributions, offers competitive remuneration, and provides opportunities for professional advancement in the fast-paced financial services sector.
