Sales Supporter Gauteng

Gijima is a complete personnel consultancy for the selection and recruitment of staff, from trainee to executive level. To assist the Institutional Equity Sales team across a range of administrative areas Enhance the back-office organisation of the team and cross-team collaboration * Broad administrative support of the SA, UK, and USA Equity Sales team, including but not limited to: * KYC/Onboarding: * Drive internal (KYC, Legal, Compliance) and external engagement to ensure optimum client experience on KYC/onboarding and maximise conversion. * Research all basic info on 'address', 'registered address', SEC info, etc. * Bi-weekly reporting on progress & bottlenecks. * Equity Sales team members to maintain full legal responsibility on setup and initiation * Research Agreements and CSAs * Research Agreements: client engagement, MIFID compliance/removal of non-paying clients from distribution lists, invoicing and payment tracking * Monitoring of engagements on Singletrack/ensuring no slippage * CSAs: assist SA team with management of CSA payments * Broker Platforms: * Timeous uploading of client interactions to the relevant broker platforms (CorpAxe, Commcise, etc) * When necessary, loading of events on broker platforms. * Active management of SA and SSA Equity Sales and Research contact details across all platforms * NDRs/Analyst marketing/Conferences/Travel: * Roadshow scheduling assistance (agenda, meeting rooms, transportation, printing) * Assist team with booking client meetings at conferences (AIC, SAT) * Assist team with own travel coordination * Client requests and administration: * Assistance with light client requests (e.g. sharing of research reports) * Assistance of coordination of Events/Calls led by Equity Sales * Maintenance of client database (Excel/Singletrack/Salesforce) – tracking and management of team changes, contact details & addresses * Assistance with management of client distribution lists and access (email, but also research access on BBG/Factset) * Broker votes: monitor, circulate, and track progress * Filing: maintain an organised, secure, and cloud-based filing system for all relevant documentation * Archiving of client meeting notes on Singletrack *Hiring considerations:* Someone “known, dedicated, motivated, and very competent”   Excel, Singletrack/Salesforce Excel, Singletrack/Salesforce