Client Group Assistant
2 months ago
Primary responsibilities/essential functions:
Liaise with relationship managers and client relations associates to schedule meetings for new business pitches, consultant meetings and client review meetings and maintain electronic calendars Pro-actively handle incoming queries; helping where appropriate; passing onto the relevant associate/department in a timely and accurate fashion Coordinate travel arrangements and expense reports Manage faxes, reports, incoming mail and maintain up-to-date file records Assist with preparation of reports, including preparation of charts and tables, gathering data from other applications and conducting basic research Collate and prepare materials for client/ consultant meetings from the Intranet and the Marketing Database Assist relationship managers in maintaining the CRM data base and keeping activity and contact notes timely and up to date Work with relationship managers on follow up from client and prospect meetings - often working closely with client relations associates in this process Assist in preparation for Requests for Proposals, Questionnaires and tenders Assist in special department projectsPrerequisites:
Good academic qualifications with at least 5 years of secretarial/ administrative support experience in financial services industry Proactive, organized, detailed-oriented and self-motivated individual with the ability to multi-task Flexible team player that can work in a fast-paced environment with enthusiasm and willingness to take on additional responsibilities Excellent verbal and written communication skills Exceptional interpersonal skills as well as strong service orientation Strong technical skills with an advanced knowledge of spreadsheets Computer proficiency using MS office (Word, Excel, PowerPoint, Outlook) and web-based databases Produce month end materials to clients, ability to read and type Chinese (Both Traditional and Simplified Chinese are preferable)
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