Job Details
Overview:
Chevy Chase Trust is actively seeking a Temporary Business Development Assistant to assist the Business Development team in the daily performance of duties, including support of prospecting activity and servicing of client relationships.
Duties & Responsibilities:
Track business development efforts for BDO s through CRM and weekly pipeline reports
Maintain CRM Database, updating as necessary
Maintain tickler system to ensure client meetings are routinely scheduled
Schedule meetings, coordinating schedules with clients and other CCT professionals, and confirm meetings 24 hours in advance
Arrange travel for prospect and client meetings
Research potential prospects through use of public and private media (or other sources as appropriate)
Prepare documentation and provide overall support to clients applying for third-party collateralized line of credit programs; interfacing with bank providers and serving as an internal resource/junior subject matter expert
Prepare monthly analytical reports, materials for client meetings and other maintenance reports for clients
Analyze prospect statements through use of FactSet and Morningstar and prepares presentation material for prospect meetings
Order, prepare and maintain marketing materials
Act as primary liaison with Marketing for event planning
Help plan and orchestrate small business development events
Develop correspondence database for solicitation and follow-up to clients and prospects
Provide effective, confidential administrative support including:
1. Answering telephones
2. Preparing and maintaining client files
3. Preparing and submitting expense reports
4. Preparing correspondence for prospects and clients
Provide occasional back-up support to other administrative positions within the firm
Communicate clearly and effectively with clients; respond to their requests and work with them to resolve issues and meet their needs.
Maintain files, prepare client review materials, copies, scans and faxes
Organize documents and correspondence in client files.
Job Requirements (Skills/Abilities):
Attention to Detail: Thorough, systematic, and methodical in the support of the Business Development team with strong follow-through on outstanding and critical items. Ability to understand and handle confidential information appropriately.
Adaptability: The ability to adapt to various changes within the department or client needs related to assignments by being proactive and thinking creatively.
Customer Orientation: Gives the highest priority to internal and external customer satisfaction in individual actions. Ensures response to customer needs with empathy; taking proactive steps to anticipate customer needs.
Planning & Organization: The ability to devise to handle multiple priorities and devise a course of action for themselves and others to accomplish a specific goal while managing time and resources to meet deadlines and expectations.
Relationship Building: The capacity to comprehend and engage in building effective relationships with all levels of the organization and with clients.
Experience
Bachelor s Degree or equivalent work experience
- 5+ years supporting a client facing professional services or sales focused organizations highly desired.
- Prior finance, banking, or wealth management experience a plus.
- Demonstrated highly effective written and oral communication skills.
Equal Opportunity Employer/Veterans/Disabled