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We are working with a professional services organisation based in Waterloo. They are looking for a candidate to assist with the Business Development affairs of the firm. You will be providing administrative support to the Business Development Manager on a variety of interesting projects as well as supporting the wider team when required, assisting with the preparation, coordination and execution of client projects, documentation and project based tasks. The candidate should be flexible and able to work under pressure to ensure the company delivers against its objectives in a timely manner.
Responsibilities will include:
* Providing administrative support to the Business Development Manager, including departmental task delegation to ensure day-to-day operations run smoothly
* Assist with the co-ordination and time management of financial planning projects for HNWI/UHNWI clients
* Assisting with the on boarding of new clients, co-ordinating the various aspects of this process from requesting money laundering documentation to ensuring clients are uploaded onto the relevant systems
* Assist with proofreading, reviewing, formatting and designing reports, memos and marketing documents. Conducting research for these as and when required.
* Co-ordinating the execution of action points from client meetings and tracking the progress of various project based tasks
* Direct interaction with clients, via email and telephone, assisting with client queries and requests
* Working with and liaising with various departments within the firm to ensure the relevant team are delivering for various client projects
* Preparation and completion of relevant documents and forms. Filing and electronic submission of the same
* Ensuring all administrative tasks are completed in a timely manner and deadlines are adhered to
Essential Skills:
* Strong organisational skills
* Excellent attention to detail - dedicated to quality and accuracy of projects from inception to completion
* Comfortable working independently and as part of a team
* Strong time management skills, ability to work to deadlines
* Excellent oral and written communication skills
* Flexible and willing to take on ad hoc tasks
* Confident dealing with clients and senior management
* Pro-active
This is an immediate need so if you are keen please apply straight away and we will respond to you within 48 hours if your application has been successful