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Corporate Access Associate (Contract)

Company: Data Bridge Consultants
Location: Los Angeles
Posted on: May 29, 2023

Job Description:

Job Description
Our client is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.
We have an immediate opening for a CONTRACT Corporate Access Associate to join our team. *NOTE* This is a temporary assignment.
Responsibilities include, but are not limited to:

  • Create marketing invites for all equity capital markets events
  • 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
  • Assist with 2022 Wedbush PacGrow Healthcare Conference
  • Perform other duties as required and assigned

    Experience and Skills

    • Bachelor's Degree from an accredited University, preferably in Business or Communications, or other related field
    • 1+ years relevant experience within financial services (corporate access, investor relations, marketing) or as administrative/executive assistant
    • Event and conference management experience a plus
    • Experience with a CRM and conference platform (i.e. MeetMax) a plus
    • Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
    • Highly organized, detail oriented, able to multi-task and manage multiple projects and competing priorities without sacrificing accuracy or efficiency
    • Excellent communication and presentation skills with the ability to communicate effectively across various departments and levels of the organization
    • Strong collaboration and team building skills

Keywords: Data Bridge Consultants, Los Angeles , Corporate Access Associate (Contract), Other , Los Angeles, California

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