Team Assistant / CRM Assistant

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