Institutional Sales Service Associate

2 weeks ago

Sydney, Australia MFS Investment Management Full time

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

THE ROLE

Using discretion and judgement to perform a variety of sales support activities and administrative duties which may be
complex in nature in support of the Sales & Relationship Management & Marketing teams in Melbourne and Sydney
offices.

WHAT YOU WILL DO

1. Perform a variety of administrative duties which may be complex in nature to assist Country Head/Senior
appointments regularly on the calendar throughout the working day.
2. Utilise internal and external information sources and databases, including Rainmaker and eVestment, to help
build the background information which feeds into client/prospect/consultant strategy papers and briefing
notes.
3. Monitor industry press for relevant pieces on clients, investment topics and industry themes to ensure the sales
team is informed. Work closely with marketing to manage “New Articles” spreadsheet. Maintain and update
quarterly the Australian industry background paper for all global visitors.
4. Assists in leave management, sales training and internal/external conference (including updating the
compliance training record) of the Sales & Relationship and Marketing teams.
Using discretion and judgement to perform a variety of sales support activities and administrative duties which may be
complex in nature in support of the Sales & Relationship Management & Marketing teams in Melbourne and Sydney
offices.
5. Responsible for booking international/domestic travel and visa arrangements for the sales team. Assists in all
logistics regarding business trips (including itinerary background information, etc.) and conferences.
Anticipate client and sales people’s needs.
6. Act as a primary resource in coordinating all details, logistics and materials relative to institutional sales
prospect meetings, finals presentations, client meetings both locally and overseas, update reviews and due
diligence visits, including pre-approvals when required. Under the direction of the Sales person coordinate
follow-through on all problem resolution and information requests associated with the meetings.
7. Manages non-product specific (eg Senior Management) roadshows according to the Roadshow Checklist
document. This includes planning, scheduling and hosting of prep meetings, material requests, prep notes and
ensuring all runs smoothly. Acts as back-up for all product roadshows.
8. Maintains and manages the speaker request log alongside the wholesale sales coordinator.
9. Works with the relevant business units and RM or Salesperson to create, produce (print and bind) and
distribute accurate, compliant, customized sales and marketing presentations and review books for the full
spectrum of MFS products. Identify and correct data inconsistencies and recommend process improvements to
increase efficiencies and improve overall service.
10. Manages in-country transport for internal and external visitors related to sales roadshow obligation.
11. Acts as the liaison to obtain appropriate Compliance and Legal pre-clearance approvals on all gifts and
enetainmens and other relevant requirements in accordance to the policy for all client and prospect meetings.
12. Utilizes CRM database as central resource to maintain and proactively track all appropriate upcoming
meetings, calls, contacts and activities within assigned coverage. Maintain accurate metrics/statistics around
meetings identifying main trends and elevate any issues encountered regularly; Generate regular and custom
reports as requested.
13. Perform regular checks to ensure new client data flows through properly to the CRM database and other
appropriate systems.
14. Composes, types, edits, proofreads and checks reports, letters and other documents which may be complex or
confidential in nature.
15. Acts as back-up to the Office Assistant to ensure smooth and efficient office operations.
16. Assist other teams within the department and perform additional duties as requested by manager.

WHAT WE ARE LOOKING FOR

1. Associates’ Degree or equivalent experience.
2. Minimum of three to five years of experience in in administration/coordination is preferred but it is not a
prerequisite
3. Self-motivated and ability to take initative.
4. Strong organizational, interpersonal and communication skills. Attention to detail.
5. Strong computer skills including proficiency in Microsoft Office: Word, Excel, PowerPoint, & Access
6. Able to work within and enjoy a team environment

LI-HYBRID

What we offer:
At MFS, we view our employees as family — and like you, we want our family happy and

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