Client Group Assistant

Primary responsibilities/essential functions:

• Liaise with relationship managers and client relations associates to schedule meetings for new business pitches, consultant meetings and client review meetings and maintain electronic calendars
• Pro-actively handle incoming queries; helping where appropriate; passing onto the relevant associate/department in a timely and accurate fashion
• Coordinate travel arrangements and expense reports
• Manage faxes, reports, incoming mail and maintain up-to-date file records
• Assist with preparation of reports, including preparation of charts and tables, gathering data from other applications and conducting basic research
• Collate and prepare materials for client/ consultant meetings from the Intranet and the Marketing Database
• Assist relationship managers in maintaining the CRM data base and keeping activity and contact notes timely and up to date
• Work with relationship managers on follow up from client and prospect meetings - often working closely with client relations associates in this process Assist in preparation for Requests for Proposals, Questionnaires and tenders
• Assist in special department projects

Prerequisites:

• Good academic qualifications with at least 5 years of secretarial/ administrative support experience in financial services industry
• Proactive, organized, detailed-oriented and self-motivated individual with the ability to multi-task
• Flexible team player that can work in a fast-paced environment with enthusiasm and willingness to take on additional responsibilities
• Excellent verbal and written communication skills
• Exceptional interpersonal skills as well as strong service orientation
• Strong technical skills with an advanced knowledge of spreadsheets
• Computer proficiency using MS office (Word, Excel, PowerPoint, Outlook) and web-based databases
• Produce month end materials to clients, ability to read and type Chinese (Both Traditional and Simplified Chinese are preferable)