Overview:

Our client, a UK-based Financial Services company, is seeking a Business Development Assistant. This role encompasses a range of administrative and support tasks, with a focus on Personal Assistant duties and Event Management. The successful candidate will report to the Business Development Director and assist the Business Development team. Proficiency in Word, Excel, and Outlook is essential. Experience with SharePoint and a CRM system is preferred; however, training can be provided.

Responsibilities:

• Maintenance of the internal global intermediary list in SharePoint
• Daily general correspondence
• Preparation of expense claim forms for the Business Development team
• Creation of PowerPoint presentations
• Collation of information for mailers to be sent by the Digital Marketing team
• Ensure all Teamwork duties are completed – including the addition and maintenance of all projects and tasks
• Ensure all Business Development roadshow procedures are followed by the Business Development Representatives and follow up on outstanding items
• Construction of Business Development activity website pages throughout the course of the year
• To provide cover for the Business Development Executive during short periods of planned and unplanned leave, ensuring all assigned duties from the Business Development Executive are completed

CRM (Customer Relationship Management):

• Maintenance of the Company’s CRM system, including the uploading of new contacts from third party conference attendee lists

Roadshows/Round Table Dinners:

• Assist in the planning and execution of roadshows, 3rd party conferences, meetings, event attendance etc.
• Organisation of round table dinners, i.e. booking the venue and the distribution of menus to attendees
• Management of attendee responses and compilation of attendee lists

Business Development Event Planning:

• Assist with the organization of Global Fund Business Development events in their respective markets
• Assist with the planning of 3rd party events
• Ordering of literature and marketing giveaways
• Registration of attendees using LinkedIn and website for visibility

Organisation and implementation of Microsoft Teams and in-person meetings:

• Assist with the organisation of physical or virtual meetings in our chosen markets
• Distribution of calendar invitations for in-person and Microsoft Teams meetings

Training and Best Practice:

• CRM
• SharePoint
• Microsoft Teams
• Teamwork project management platform
• Roadshow preparation and planning

Requirements:

• The ideal candidate would have experience working at an Insurance Brokerage/Practice, providing administrative support to IFAs and Brokers