Constant management of the CRM systems to ensure accounts and contacts are established and correctly loaded, current and accurate
Ensuring meetings, calls and emails of IBC are stored on the CRM system
Manage and maintain calendars, scheduling meetings, client reviews, and travel arrangements
Prepare meeting agendas, minutes, and follow-up actions
Screen calls, emails, and correspondence, responding where appropriate
Administering the TOB process for all new IFA relationships and liaise with all relevant par8es including assignment of TOBs to IBCs when the Business Development Support person is on leave
Working with Marketing to ensure the allocation of prospects to IBCs resulting from lead generation initiatives
Supporting IBCs at events and networking with IFAs and data collection and follow up
Assist IBCs with general su...
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