Overview • Support business development initiatives for a financial services team in a collaborative hybrid work environment. • Assist in creating compelling marketing materials, including presentations and client-focused content. • Conduct industry research to identify trends, opportunities, and competitive insights. • Maintain and update client relationship management (CRM) systems with accurate data. • Collaborate with internal teams to enhance visibility and branding efforts. • Provide administrative support for events, projects, and client engagement activities. • Ensure compliance with confidentiality and organizational policies in all activities. • Work closely with legal and business development teams to support strategic goals. Key Responsibilities & Duties • Develop and customize marketing materials to effectively showcase expertise and capabilities. • Conduct research and prepare materials for client meetings and strategic discussions. • Update professional biographies and practice details across communication platforms. • Assist with submissions to industry directories and guides to enhance visibility. • Monitor industry news to identify emerging business opportunities and trends. • Coordinate with teams to ensure consistent messaging and branding across initiatives. • Support the execution of events aimed at fostering client engagement and collaboration. • Maintain professionalism, discretion, and confidentiality in all responsibilities. Job Requirements • Associate of Arts degree or equivalent educational background required. • 1-3 years of experience in professional services, financial, or legal environments preferred. • Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint. • Strong analytical, organizational, and communication skills with attention to detail. • Ability to manage multiple tasks and meet deadlines in a dynamic setting. • Familiarity with CRM systems and online research tools is advantageous. • Commitment to confidentiality and adherence to organizational policies. • Demonstrated ability to work independently and collaboratively within a team.