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Administrative/ Sales Assistant Job Description (for Head of Client St in Chicago, IL at KeyBank

Date Posted: 2/19/2021

Job Snapshot

  • Employee Type:
  • Location:
    227 West Monroe Street
    Chicago, IL
  • Date Posted:

Job Description

Coordinate with Research and Corporate Access Teams on Analyst Marketing Events and Non-Deal Roadshows including, but not limited to:Ensure timely and accurate entry of all meetings booked into CRM system
Arrange ground transportation, logistics, meals, and delivery of printed materials
Effectively communicate between Sales Team, Corporate Access/Research Teams, and clients

Provide administrative support to Head of Client Strategy, Chicago Equity Sales and Sales Trading Team including, but not limited to:Coordinate travel
Assist in entertainment arrangements for client events
Manage expenses and accounting reports
Track paid time off and submit reports

Manage resource reporting for Sales Team’s clients
Assist Corporate Access Team with conferences
Facilitate data integrity in CRM system by logging activities on behalf of Sales, deleting duplicate entries, etc.
Serve as a point person for Chicago Team by registering visitors, ordering supplies, reserving conference rooms and assisting with onboarding/offboarding
Able to juggle competing deadlines and priorities

3+ years of relative experience
College Degree (preferred)
Excellent PC skills in MS Office, especially Excel, Word and PowerPoint
Excellent written, verbal, and time-management skills
Basic knowledge of financial industry


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.


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