Core Responsibilities

Standards of Performance

Sales and Marketing

  • Contribute to the marketing efforts of the company with both advisers and investor clients
  • Attend meetings (when needed) with HBD and sales executives
  • Generate and own personal sales relationships where necessary [investor focus]
  • Investor relations management
  • Assistance with the arrangement and organization of sales events if needed
  • Liaison with production executives to provide regular investor updates and appropriate back-up documents

Investment management

  • Liaison with intermediary clients and investor clients
  • Process application forms and required checks
  • Responsibility for the monitoring and recording of all investments as pertaining to investors
  • Generation of internal and external reports as to performance of same (e.g regular valuations and management reports)

General Administration

  • General administration matters as they pertain to the company in conjunction with and other staff designated from time to time, inter alia:
  • Maintain office supplies and equipment, anticipate needed supplies, place and expedite orders for supplies
  • Ensure operation of equipment by organising preventive maintenance requirements, troubleshooting malfunctions, organising repairs, maintaining equipment inventories
  • Implement and maintain an efficient filing system
  • Be a point of contact for any telephone enquiries for the company, ensuring all messages are forwarded and/or actioned quickly and efficiently
  • Be a point of contact for visitors and provide refreshments as and when required
  • Work with other members of the company, providing support where necessary

Post and Emails

  • Manage emails and correspondence for the company
  • Deal with correspondence and emails quickly and efficiently where appropriate and to a high standard

General Support

  • Assist staff with production of sales literature as and when required
  • Generally contribute to the running of the business as required by the business from time to time

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