Business Development Associate

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Summary

Looking for a Business Development Associate to join the team!


Company Information:

Strategic financial and advisory firm


Job Description:

• Business development support including research and gathering data to produce and deliver comprehensive client marketing materials and client proposals
• Drafting and editing emails and memos for client distribution
• Attending client meetings and events including meeting prep, taking notes and creating lists of follow-up items
• Update and maintain client information in Salesforce CRM
• Office Management – oversee and coordinate all of the offices’ operational and functional activities including communicating effectively with the team, vendors, building maintenance and clients
• Meeting management: coordinate and confirm all details including internal and external attendees, coordinate and confirm video/conference details, coordinate IT support and security badges; organize catering, agendas; coordinate meeting follow-up for managers
• Relationship management: develop and maintain strong relationships across teams and with client counterparts
• Information management and presentation support: edit, format and prepare presentations for meetings, ensuring proper distribution channels and maintaining utmost confidentiality; print and bind presentations to distribute to attendees; facilitate secure and seamless information flow by ensuring who, what, when, where for all activities relating to sensitive data; maintain hard and soft filing systems
• Proactive client and prospect support and response to client ad-hoc inquiries


Requirements / Qualifications:

• Approximately 1-2 years of related experience
• Strong intrinsic motivation, self-starter with strong analytical skills who will work both independently and as part of a high-touch team
• Superior analytical and problem-solving skills
• Effective interpersonal and communication skills
• Reliable organizational skills with a demonstrated ability to multi-task
• Bachelor’s degree in Accounting, Finance or Business Management
• Strong MS Office skills (Outlook, Word, Excel, PowerPoint)

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