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Create Alert. Get emails for Sales Assistant Analyst in Boston, Massachusetts, United States
Description
Employer: Ashton Lane Group, Inc.
Position: Sales Assistant Analyst
Assist salespeople in processing and confirming client transactions for a global firm.
Responsibilities:
•Daily follow-up on fails and DK's with clients
•Checking out/confirmation of trades
•Obtaining the allocation or break-downs for client transactions and booking allocations
•Client account maintenance – updating of settlement instructions
•New account opening. Liaise with clients to obtain client information & documentation
•Serve as liaison with Trading desk and Ops
•Provide phone coverage
•General administration duties as required
Requirements:
•Strong understanding of the Fixed Income business.
•Mortgage Backed Securities Business and Processing experience
•4 year college degree
•Good interpersonal skills to work with all levels of personnel from senior management to clerical staff
•Solid team player. Strong analytical skills
•Ability to maintain and prioritize numerous projects simultaneously
•Series 7 and 63 registrations
For immediate consideration, please forward resume and contact details to: info@ashtonlanegroup.com
Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit www.AshtonLaneGroup.com
Ashton Lane Group® “A trusted advisor throughout your careerâ€
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