Stifel Financial
Origination Marketing Associate - Stamford, CT
Stifel Financial, Stamford, Connecticut, United States, 06925
The Origination Marketing Associate supports senior members of the Firm in the pursuit of marketing, fundraising, and new business relationships management endeavors. This position is responsible for managing all matters related to office coordination.
ESSENTIAL DUTIES AND RESPONSIBILITIESManage and schedule complex calendar requests, including making follow up phone calls as needed.Plan travel arrangements and complex itineraries.Utilize CRM platform to input and track information, create and prepare reports, disseminate updates, etc.Liaise with clients and support the Project Management team as a lead MA on assigned fund projects, including helping to update and manage fund materials, support roadshow planning and logistics, update the database, run reports, be the "go to" person for the other MAs in relation to assigned funds, and produce/distribute presentations.Answer phones, greet/receive guests, provide general support for the office visitors, including ordering/catering meals and preparing expense reports.Act as point person for building maintenance, mailing, shopping, snacks/beverages, supplies, equipment, stationary, etc. and work with the associated vendors.QUALIFICATIONSHighly organized and able to prioritize.Strong attention to detail and accuracy.Ability to multi-task and manage time well within a fast-paced environment.Strong written and verbal communication abilities.EDUCATION AND EXPERIENCEMinimum required: High School Diploma or a combination of education and experience.Minimum required: 5+ years of support and office coordination experience with at least 3+ years support/office coordination experience in finance/investment banking or similar field.LICENSES AND CREDENTIALSMinimum required: none.SYSTEMS AND TECHNOLOGYProficient in Microsoft Excel, Word, PowerPoint, Outlook.Proficient in Salesforce or the similar CRM platform.
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ESSENTIAL DUTIES AND RESPONSIBILITIESManage and schedule complex calendar requests, including making follow up phone calls as needed.Plan travel arrangements and complex itineraries.Utilize CRM platform to input and track information, create and prepare reports, disseminate updates, etc.Liaise with clients and support the Project Management team as a lead MA on assigned fund projects, including helping to update and manage fund materials, support roadshow planning and logistics, update the database, run reports, be the "go to" person for the other MAs in relation to assigned funds, and produce/distribute presentations.Answer phones, greet/receive guests, provide general support for the office visitors, including ordering/catering meals and preparing expense reports.Act as point person for building maintenance, mailing, shopping, snacks/beverages, supplies, equipment, stationary, etc. and work with the associated vendors.QUALIFICATIONSHighly organized and able to prioritize.Strong attention to detail and accuracy.Ability to multi-task and manage time well within a fast-paced environment.Strong written and verbal communication abilities.EDUCATION AND EXPERIENCEMinimum required: High School Diploma or a combination of education and experience.Minimum required: 5+ years of support and office coordination experience with at least 3+ years support/office coordination experience in finance/investment banking or similar field.LICENSES AND CREDENTIALSMinimum required: none.SYSTEMS AND TECHNOLOGYProficient in Microsoft Excel, Word, PowerPoint, Outlook.Proficient in Salesforce or the similar CRM platform.
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