Job Description

**Essential Duties and Responsibilities** + Schedules, reports, and tracks information for assigned regional area. + Collects data for preparation of various reports, budgets, and variance analysis. + Utilizes firm software to assist with expense reporting and travel booking. + Monitors and reorders office supplies as needed. + Maintains daily office operations and performs general administrative duties + Works with deal team members to produce documentation for transactions. + Coordinates with internal compliance and legal departments to process transactions and obtain necessary approvals. + Facilitates bond closing calls with DTC and prepares closed deal files. + Limited interaction with clients. + Assists in the reviewing of bond documents and other documents related to the closing bond transaction. + Coordinates the printing and delivery of bond documents. + Performs other duties and responsibilities as assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Basic office practices, procedures, and methods. + Fundamental investment concepts, practices and procedures used in the securities industry. + Fixed Income procedures, regulatory requirements, transactions and client relationships. + Financial Markets and Products. + Microsoft office applications (Word, Excel, PowerPoint) **Skill in** + Excellent analytical, critical thinking and problem solving skills sufficient to recognize and detect errors and offer resolution. + Communicate effectively, both orally and in writing to all level of associates and clients. + Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines. + Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases. **Ability to** + Analyze municipal issuer financial statements and outstanding debt. + Develop the document preparation related to the public issuance of municipal bonds. + Multi-task and work in a fast-paced, team-oriented environment. + Efficiently manage time and resources in order to overcome quantitative and analytical challenges as they arise. + Establish and maintain effective working relationships at all levels of the organization. + Work under stress created by time deadlines and work volume fluctuations. + Communicate both orally and in writing, with all levels of the organization and external clients. + Work independently as well as collaboratively within a team environment. **Educational/Previous Experience Requirements** **Education/Previous Experience** + Bachelor's degree (B.A.) in related field and minimum of one to three (1-3) years' work experience in an office environment, preferably in the financial services industry. + OR ~ + An equivalent combination of experience, education, and/or training. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + FINRA Series 7 and Series 63 or the ability to obtain within six (6) months of hire. + Series 52 after twelve (12) months of hire. **Travel Required:** Yes, 5 % of the Time

Job Tags

Work experience placement, Work at office,

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