Job Purpose The overall purpose of the job is to fully support one senior individual in being as effective as possible in developing, managing and delivering to their client relationships. The role will provide dedicated Executive Assistant support to this individual as well as administrative support to the wider team, covering:
supporting the individuals in being as effective as possible in developing, managing and leveraging their client relationships, such as managing contacts, building relationships with key client\xe2\x80\x99s EAs, maintaining the internal CRM data and co-ordinating involvement in and planning of marketing
dedicated support on diary and inbox management as well as prioritisation
providing team and administrative support on matters such as booking travel and completing expense claims
Person Specification
Track record of providing effective and proactive support for senior managers
Must have experience of financial services or professional services, strong preference for private equity, asset manager or fund placement experience
Excellent communication and interpersonal skills. Experience of interacting and corresponding with a wide range of people, including senior management and across time zones and geographies
Team player with a high level of integrity, a positive \xe2\x80\x9ccan-do\xe2\x80\x9d attitude and an eagerness to learn
Highly organised and efficient self-starter, able to multitask and prioritise own workload
Works well under pressure and to tight deadlines as required
Delivers to a very high quality with strong attention to detail and willingness \xe2\x80\x98to go the extra mile\xe2\x80\x99
Good commercial awareness
Must be fluent in written and oral English
Good working knowledge of MS Office applications, particularly PowerPoint and Outlook, and experience of using Customer Relationship Management systems
Support on Client Relationship Development Client relationship management
Build understanding of key GPs, LPs and other contacts
Develop strong relationships with EAs of key contacts
Support customer on-boarding process
Assess and draft proposed distribution lists for marketing initiatives/ events Relationship/ market building
Develop a plan / calendar of activities to build/ maintain relationships with industry contacts
Manage follow up actions/ task lists / next steps
Co-ordinate involvement in wider marketing opportunities e.g. conferences, media interviews, industry thought pieces etc.
Managing workload & tracking against targets
Support prioritisation of workload and allocation of time
Manage to-do lists/completion of key actions and \xe2\x80\x98next steps\xe2\x80\x99
Co-ordinate requirements & feedback to/ from other team members
Update/ maintain background info on clients and contacts
Prepare i-notes
Enter & maintain contact details on CRM
Undertake background research and prepare briefings & supporting material
Prepare agenda, meeting papers and items to be covered
Produce high quality documents, proposals, reports and presentations Diary & inbox management Diary/ time management
Book meetings/ calls, arrange and confirm necessary logistics
Ensure effective overall allocation of time, with allowance for travel/ downtime etc.
Resolve diary conflicts
Know where individual is throughout day and ensure at meetings on time
Complete weekly staff tracker
Coordinating meetings and conference calls (internal & external), including ensuring meetings are confirmed and that all parties are aware of logistics; Inbox management
Ensure inbox is kept up to date and mange/ file email correspondence
Screen e-mails, flag items requiring urgent action and progress actions where appropriate
Develop knowledge to be able to revert to specific emails
Prepare draft emails Team & administrative support Travel
Book all travel arrangements and add details to diary
Ensure compliance with Visa requirements
Prepare and print itinerary and other travel documents
Ensure comply with firm policies Expenses
Process expense claims
Ensure comply with firm policies Document management
Process, manage and file documentation and correspondence
Ensure compliance with document retention policies Other Office & wider EA support
Supporting wider office activities
Ensure the smooth running of the office
Sourcing Propery
This is a dyamic/buzzy role. Successful candidate will be bubbly, outgoing and a real go getter! This role is a great opportunity for growth into Operations.
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