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Client Group Assistant

Client Group Assistant

Capital GroupHong Kong
30 天前
职位类型
  • serp_jobs.job_card.full_time
职位描述

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)