Business Development Assistant - Somerset West

Full-time Admin / clerical / secretarial

Description: IBC Support: Constant management of the CRM systems to ensure accounts and contacts are established and correctly loaded, current and accurate. Ensuring meetings, calls and emails of IBC are stored on the CRM system. Manage and maintain calendars, scheduling meetings, client reviews, and travel arrangements. Prepare meeting agendas, minutes, and follow-up actions. Screen calls, emails, and correspondence, responding where appropriate Administering the TOB process for all new IFA relationships and liaise with all relevant parties including assignment of TOBs to IBCs when the Business Development Support person is on leave. Working with Marketing to ensure the allocation of prospects to IBCs resulting from lead generation initiatives. Supporting IBCs at events and networking with IFAs and data collection and follow up. Assist IBCs with general support around information requests around products. Assisting with the preparation of presentations and pitches for prospective IFAs...