Work with Partners, Directors and Business Development / Marketing to support client retention and client acquisition through

• effective organisation of clients events in line with business needs
• proactive maintenance of accurate client target lists
• development and maintenance of a collateral library
• the general support of the team's business development activities

Main Responsibilities

Taking responsibility for managing larger client events

• coordinating invitation lists/RSVP lists (including for online events)
• booking of venues and catering
• liaising with suppliers e.g. seeking cost comparison
• greeting clients
• supporting the Personal Assistant team in the delivery of smaller or local events

Taking responsibility for client target lists

• keeping our client target lists up-to-date in InterAction
• understanding the business needs of Partners and Directors and adapting clients lists accordingly
• preparing activity reports in InterAction
• managing client contacts in line with the firm protocols and data protection legislation

Preparing E-communications

• preparing accurate e-communications in line with the firm's protocols, in conjunction with Partners, Directors, BD / Marketing and the InterAction team

Developing and maintaining a library of firm brochures/ collateral

Working with key stakeholders and teams

• Developing good working relationships with Partners, Directors, other fee earners and their personal assistants as well as those in the firm's InterAction and website teams

Education and Qualifications

Essential

Knowledge of InterAction

Desirable
Educated to degree level or equivalent

Knowledge of Lotus Notes

Experience

Essential

Administrative or business development/marketing experience

Track record of managing events and/or client targeting

Proven accuracy and communication skills with the ability to work across all hierarchies

Desirable

Professional services/partnership environment experience

Additional Information

Personal Attributes

Motivation

Is proactive rather than reactive in approach and personal goals are congruent with those of the firm

Drive

Is enthusiastic, confronting and overcoming obstacles to progress within team

Intellect

Applies broad knowledge to analyse problems, suggesting and where appropriate implementing solutions

Judgement

Can think and act rationally and maturely without undue bias or reliance on emotional responses.

Credibility and communication

Has positive personal impact with colleagues and clients, speaks clearly and persuasively in presentations to internal audiences and writes in an engaging manner, contributing to complex proposals

Resilience

Can balance the ad hoc demands of a range of work and responsibilities without disruption to other team members or subordinates

Business Attributes - Client Services

Networking

Builds an extensive and active internal network which crosses geographical and client service boundaries and contributes to this network to enable others to share his/her knowledge

Technical

Demonstrates broad technical knowledge in own service area and develops solutions to increasingly complex technical issues

Teamwork

Demonstrates an understanding of how to build effective, high-performing teams and delegates work appropriately

Interpersonal relationships

Builds and maintains good working relationships with Partners and staff and consults and communicates with Partners and staff in a professional and sensitive manner

Client Service Attributes

Commerciality

Manages situation in order to optimise the financial impact for the firm as appropriate and assesses and judges non-financial as well as financial outcomes

Organisation

Manages increasingly complex projects and assignments

Business Attributes - Management

Leadership

Able to define, communicate and deliver team objectives, creating and maintaining high team morale and confidence

Decision making

Able to reach and communicate decisions without either undue haste or undue delay

Team building

Can identify and mix the skills and qualities necessary to create a high performing team.

Planning/organisation

Can create a meaningful business plan and is able to prioritise each element of this plan and assign the resources necessary to deliver the plan

Implementation

Sees things through and make things happen

Other

Flexibility to be able to travel throughout the UK and must hold a full driving licence
Grant Thornton - 13 months ago