Business Development Assistant/Administrative Assistant Bethesda, MD $55-75k depending on experience
Our client is a growing wealth management firm seeking to add a new employee to their Business Development Group. This is an exciting opportunity to join a company with a strong culture and a fast-paced entrepreneurial environment. The ideal candidate will be willing to jump in and make a contribution especially in managing the CRM (Customer Relationship Management) tool and overall administrative support to the department and act as right-hand to the Vice President of Business Development.
Business Development Assistant/Administrative Assistant duties include:
Maintain DealCloud CRM with accurate information provided by the partners upon their return from client/investor meeting
Manage information in CRM regarding the sales pipeline and providing status reports to stakeholders
Create marketing programs in DealCloud to maintain client/investor relationships which provide value
Prepare weekly meeting Business Development Team Agenda
Schedule meetings, reserve internal conference room space and meals/catering as needed
Ensure that technology (zoom/teams) is functional for meetings, conference calls, and videoconferences
Coordinate travel for team members including flights, hotels, meeting space, etc.
Prepare expense reports for Partners using Concur
Assist with logistics for annual investor meeting, CEO/CFO Summit, conferences and speaking engagements
Business Development/Administrative Assistant Qualifications:
3 or more years of sales support/administrative experience supporting multiple busy executives
Working knowledge of MS Word, Excel, PowerPoint and Outlook is required
Experience with Adobe Acrobat is preferred. DealCloud or SalesForce, and Concur are a plus