A professional services firm in California is actively seeking a dedicated and dynamic professional to join their staff as their new Corporate Access Associate.
In this role, the Corporate Access Associate will create marketing invites for all equity capital markets events.
Responsibilities
The Corporate Access Associate will:
Set up and facilitate virtual Zoom meetings and webinars
Reconcile investor participation lists and accurately reflect in CRM system
Manage CRM and online conference platform (MeetMax) for all events
Send follow-up emails to sales for feedback post-event
Pull, organize and manipulate reports as needed
Update and send marketing events calendar weekly
Send bi-weekly update to sales regarding light events
Track all corporate access events via internal spreadsheet
Create and process invoices and check requests as needed
Assist with venue research as needed
Perform other duties as required and assigned
Qualifications
Bachelor's Degree from an accredited University
1+ year of relevant experience within financial services or as an administrative/executive assistant
Proficient in Microsoft Office (Outlook, Word, Excel, and PowerPoint)
Highly organized
Excellent communication and presentation skills
Strong collaboration and team building skills
Ability to multitask
Excellent interpersonal skills
Desired skills
Degree in Business or Communications, or other related field
Experience with a CRM and conference platform (i.e.
MeetMax)
Event and conference management experience