Overview:

Chevy Chase Trust is actively seeking a Temporary Business Development Assistant to assist the Business Development team in the daily performance of duties, including support of prospecting activity and servicing of client relationships.

Duties & Responsibilities:

• Track business development efforts for BDO’s through CRM and weekly pipeline reports

• Maintain CRM Database, updating as necessary

• Maintain tickler system to ensure client meetings are routinely scheduled

• Schedule meetings, coordinating schedules with clients and other CCT professionals, and confirm meetings 24 hours in advance

• Arrange travel for prospect and client meetings

• Research potential prospects through use of public and private media (or other sources as appropriate)

• Prepare documentation and provide overall support to clients applying for third-party collateralized line of credit programs; interfacing with bank providers and serving as an internal resource/junior subject matter expert

• Prepare monthly analytical reports, materials for client meetings and other maintenance reports for clients

• Analyze prospect statements through use of FactSet and Morningstar and prepares presentation material for prospect meetings

• Order, prepare and maintain marketing materials

• Act as primary liaison with Marketing for event planning

• Help plan and orchestrate small business development events

• Develop correspondence database for solicitation and follow-up to clients and prospects

• Provide effective, confidential administrative support including:

1. Answering telephones

2. Preparing and maintaining client files

3. Preparing and submitting expense reports

4. Preparing correspondence for prospects and clients

• Provide occasional back-up support to other administrative positions within the firm

• Communicate clearly and effectively with clients; respond to their requests and work with them to resolve issues and meet their needs.

• Maintain files, prepare client review materials, copies, scans and faxes

• Organize documents and correspondence in client files.

Job Requirements (Skills/Abilities):

• Attention to Detail: Thorough, systematic, and methodical in the support of the Business Development team with strong follow-through on outstanding and critical items. Ability to understand and handle confidential information appropriately.

Adaptability: The ability to adapt to various changes within the department or client needs related to assignments by being proactive and thinking creatively.

Customer Orientation: Gives the highest priority to internal and external customer satisfaction in individual actions. Ensures response to customer needs with empathy; taking proactive steps to anticipate customer needs.

Planning & Organization: The ability to devise to handle multiple priorities and devise a course of action for themselves and others to accomplish a specific goal while managing time and resources to meet deadlines and expectations.

Relationship Building: The capacity to comprehend and engage in building effective relationships with all levels of the organization and with clients.

Experience

Bachelor’s Degree or equivalent work experience

• 5 years supporting a client facing professional services or sales focused organizations highly desired.
• Prior finance, banking, or wealth management experience a plus.
• Demonstrated highly effective written and oral communication skills.

Equal Opportunity Employer/Veterans/Disabled