Business Development Administrator (6-month contract), City of London

Our investment management client, based in the City of London, is seeking a Business Development Administrator to provide support to their Distribution team. This will be a hybrid working arrangement – three days a week in the office and two at home. It is initially a 6-month contract with the potential to become permanent.

Roles & Responsibilities

Maintain and update the schedule of different investment marketing communications, including eMarketing, insight notes & articles, videos, webinars, podcasts and social media.
Work closely with Head of Marketing Communications and Director of Marketing, and the broader marketing team and business development teams, to agree future plans and to keep key stakeholders appropriately informed.
Maintain up-to-date procedures and adhere to all internal procedures.
Conduct regular reporting through the CRM system for multiple tasks relating to clients, events and products.
Coordinate ad hoc fund/product information requests received from IFA’s, Wealth Managers and retail clients.
Use industry tools to create performance, risk information and comparative information against key competitors on the range of products.
Produce internal periodic reporting in alignment with procedures.
Support the Distribution team members with ad hoc client requests and manage/prioritise these alongside business-as-usual requirements.
Keep multiple email inboxes up to date, and action requests in alignment with internal deadlines and processes.
Work as a team collegiately to prioritise workloads in response to demands from the team/business.
Prepare and distribute presentation and marketing material as and when required.
Manage travel and accommodation arrangements for the distribution team as and when required.
Support the events process end-to-end for the Distribution team and liaising with venues.
Process all documentation to timescales for individual events making sure information is accurate, compliant and stored for audit purposes.
Produce CPD certificates post-events, where required.
Process any documentation requested by compliance and legal in alignment with the internal Gifts, Hospitality and Non-Monetary Benefits Policies.
Follow up on the invitation process with delegates, seeking confirmation of attendance and gathering personal information such as dietary requirements.
Opportunities to attend events as requested by sales members to assist and for further development.

Experience & Qualifications

Experience of working in Client Services in the finance industry, preferably in Fund Management, Wealth Management or other similar customer facing role.
Ideally have used Salesforce. PowerBI, Financial Clarity, FE Analytics and Concur would also be useful.
Team player with a positive, results orientated approach.

To apply for this exciting opportunity, please email your CV to linda@meredithbrown.com

Ref: LT1070503

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.