Espace Recruteurs
Ad Idem Consulting

Team Assistant / CRM Assistant

Ad Idem Consulting
Londres, Royaume-Uni
Mise en ligne il y a environ 2 mois CDI Excellent
Henry
Mise en ligne par
Henry Lenehan
Consultant
Team Assistant / CRM Assistant, supporting the MD, Client Services & Business Development teams. This role sits within a boutique Asset Manager

Team/CRM Assistant - Client Services & Business Development

 

Role: Assistant to Managing Director and Business Development & Client Services Team

Providing administrative support to the Managing Director and Business Development & Client Services team. The role is an interesting, varied position working within a fast-paced environment.

Roles and responsibilities include, but are not limited to:

  • Managing & maintaining Salesforce CRM database: reporting, meeting notes, correspondence and contact details
  • Scheduling internal and external meetings (including virtual meetings)
  • Keeping records of meetings, correspondence and team actions
  • Type/transcribe meeting notes
  • Arrange international marketing trips:
    • Prepare itineraries, presentations and briefing packs
    • Liaise with travel agents and hotels
    • Apply for VISAs and check travel arrangement / entry requirements
    • Scheduling meetings and circulating pre-material to clients / prospects in advance
  • Manage Managing Partner and Business Development & Client Services calendars
  • Manage Business Development team e-mails while they are travelling and on annual leave
  • Expenses
  • Arranging and managing marketing events (in-personal and virtual)
  • Preparing internal meeting packs
  • Sending company updates to clients
  • Preparing internal meeting packs ahead of client/prospect meetings
  • Assisting with collation of marketing material, presentations, Due Diligence and RFP documents
  • Updating company website with recent and updated material
  • Creating podcasts/webcasts and distribute to clients and prospects
  • Working alongside the Investment EA’s and providing holiday cover when required
  • Ad hoc personal requests

 

Other duties

  • Any other ad hoc duties that may be required from time to time.

 

Requirements

  • Min. 2 years’ experience in a corporate environment
  • Educated to A-Level +
  • Knowledge of CRM systems preferred but not essential
  • Confident communication skills both written and verbal
  • Excellent attention to details and strong organisational skills
  • Proficient Microsoft office skills: Word, PowerPoint and Excel

 

À PROPOS DE CETTE ENTREPRISE
London, United Kingdom
10 Collaborateurs Ressources humaines
Ad Idem consulting is a privately owned, independent recruitment consultancy dedicated to the delivery of permanent , Interim and contract professiona...
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