Description

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 was recently named one of the Best Places to Work in Chicago by Crain's Chicago Business and one of the Top 100 RIA firms by Barron's. 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 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:o Customer Credit related documentso Trade tickets and related documents o Reports o Customer documents including new account forms

Bonds data entry, enter manual trade ticket and spreads

Communicate with Operations on cash trade specifics

Review wire/check request processing and monitor customer accounts in coordination with Margin Dept, Cashiering, & TBA Clearing Group

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

Requirements:

Bachelor's degree in business or a business related degree such as Finance, Economics or Accounting

Series 7 and 63 preferred or ability to obtain upon joining the company

Fixed income experience highly desirable

High proficiency with Microsoft Office products, particularly being able to build spreadsheets in Excel that correlate data

Self-starter with a strong work ethic and the ability to work in a fast-paced environment with high attention to detail

Superior communications skills, both oral and written; effective interpersonal skills

Familiarity with Bloomberg's trading systems strongly desired

Ability to work well independently and also within a team environment

In accordance with the Illinois's Pay Transparency Law, the anticipated hiring base salary for the role will be between $75,000 and $100,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a commission and discretionary performance bonus and the Mesirow benefit program (https://www.mesirow.com/careers/total-rewards) .

EOE

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Mesirow Financial

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