Business Development Assistant

Reposted 13 Days Ago
Be an Early Applicant
Hiring Remotely in Montevideo, URY
Remote
Mid level
Fintech • Software • Financial Services
The Role
The Business Development Assistant supports the sales process by preparing documentation, managing client interactions, coordinating internal procedures, and assisting in proposal generation.
Summary Generated by Built In

Trident Trust is a leading independent provider of corporate, trust and fund services to the financial services sector worldwide, employing over 1,100 staff across a global footprint that spans Africa, the Americas, Asia, the Caribbean, Europe and the Middle East. We are seeking a Business Development Assistant to join our rapidly expanding office located in Montevideo, Uruguay, a regional hub for financial and legal services.

Reporting directly to the head of country, the successful candidate will support the sales and onboarding process for a variety of companies and structures. This role focuses primarily on preparing documentation, managing internal procedures, coordinating with production offices, and supporting proposal generation and follow‑up. The position requires direct client interaction, and the candidate will frequently engage with clients to gather information, clarify requirements, and ensure smooth progression of the onboarding and sales process.

Role & Responsibilities

  • Prepare and complete all required forms and documentation for the incorporation of companies and the setup of structures.
  • Coordinate with internal teams and production offices to ensure timely processing of onboarding and sales-related requirements.
  • Assist in the preparation of commercial proposals based on client needs and Trident’s service offerings.
  • Perform follow-up on proposals and maintain updated records of opportunities and client interactions in Dynamics 365.
  • Provide administrative and operational support to the Business Development Person throughout the entire sales cycle.
  • Liaise with clients when needed to collect missing information or clarify documentation requirements.
  • Ensure accuracy and completeness of all forms and supporting documents before submission.
  • Identify and communicate any process improvements that could enhance efficiency in the onboarding and sales workflow.
  • Maintain a deep understanding of Trident’s products, services and prices to support the development of tailored client solutions.
  • Promote the range of products and services provided by different Trident offices to identify solutions for client requirements.
  • Liaise with the global production office teams to ensure service levels exceed client expectations.
  • Differentiate Trident from the competition by being responsive, attentive and available to clients.
  • Actively listen to clients and seek feedback regarding our products and services, and communicate those responses to the client teams in group sessions or one‑on‑one.
  • Identify areas for improvement across the business operations to enhance the customer journey.
  • Develop a social media communication plan together with the Head of Office.
  • Organize internal conferences, presentations, and team sessions to support commercial initiatives.
  • Participate in internal and external meetings, providing support in preparing materials and follow-up actions.
  • Assist in the planning and organization of corporate events and marketing activities.

Minimum Qualifications

  • Associates degree in a business-related field.
  • Minimum of three (3) years’ experience in a related field within a multi-national company that focuses on business-to-business and business-to-consumer markets.
  • Professional working experience in South America and with Latin American clients.
  • Excellent communication, presentation, and negotiation skills, fluently speaking, reading and writing in English and Spanish.
  • Experience managing documentation, processes, and administrative workflows.
  • Proficient knowledge of Microsoft Office Suite- Word, Excel, PowerPoint, Outlook.

Preferred Qualifications

  • Bachelor’s degree in a business-related field.
  • Strong analytical and project coordination skills.
  • Working knowledge of corporate registry processes and documentation requirements.
  • Ability to work effectively under pressure with competing priorities and strict deadlines.
  • Excellent problem solving, attention to detail, and prioritization abilities.

In addition to the above essential duties and responsibilities, this role includes other duties as assigned. This job description is not intended to be all-inclusive, and the employee will also perform other reasonably related business duties. This job description does not constitute a written or implied contract of employment.

Compensation
An attractive compensation package is available and will be based upon the successful candidate’s relevant experience and overall suitability for the position.

EQUAL EMPLOYMENT OPPORTUNITY
Trident Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Skills Required

  • Associates degree in a business-related field
  • Minimum of three years experience in a related field within a multi-national company
  • Fluently speaks, reads and writes in English and Spanish
  • Experience managing documentation, processes, and administrative workflows
  • Proficient knowledge of Microsoft Office Suite
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The Company
HQ: Zürich
1,068 Employees
Year Founded: 1978

What We Do

Founded in 1978, Trident Trust is a leading independent corporate, fiduciary and fund administrator, employing over 1,100 staff across a global footprint that spans Africa, the Americas, Asia, the Caribbean, Europe and the Middle East. Financial institutions, professional advisors, asset managers, family offices and international businesses turn to us for the provision of independent corporate, trust and fund administration services, relying on our worldwide presence, local knowledge and our commitment to responsiveness, reliability, attention to detail and personal service. Our professional personnel are widely recognised for their ability to work cooperatively with advisors and their clients and to support them through their practical knowledge and extensive experience. Contact us to discover how our global reach, experienced professional personnel and tailored services can make a difference to you and your clients.

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