Drive impactful business development initiatives in a hybrid work setting. Collaborate with professionals to enhance client engagement and firm visibility. Gain valuable experience in a dynamic, fast-paced environment.
Business Development Coordinator For Financial Services Team
in Professional Services PermanentJob Detail
Job Description
Overview
- Coordinate business development activities for the financial services team in a hybrid work environment.
- Support the creation of targeted marketing materials, including pitch books and experience lists.
- Assist with client relationship management and maintain accurate records in the CRM system.
- Conduct industry research to identify opportunities and provide competitive intelligence.
- Collaborate with communications teams to enhance practice visibility through digital channels.
- Ensure compliance with firm policies regarding information security and confidentiality.
- Work closely with lawyers and business development staff to support strategic initiatives.
- Provide administrative support for events and special projects as needed.
Key Responsibilities & Duties
- Prepare and customize marketing materials to effectively showcase the firm’s expertise.
- Conduct research and compile supporting materials for client meetings and pitches.
- Update lawyer biographies and practice details across multiple channels.
- Assist with submissions to directories, guides, and surveys to enhance firm visibility.
- Monitor industry news and trends to identify business opportunities.
- Coordinate with internal teams to ensure consistent communication and branding.
- Support the execution of events and initiatives aimed at client engagement.
- Maintain high standards of professionalism and discretion in all tasks.
Job Requirements
- Associate of Arts degree or equivalent educational background required.
- One to three years of experience in a law firm, financial institution, or professional services firm.
- Proficiency in standard software applications, 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 fast-paced environment.
- Knowledge of CRM systems and online research tools preferred.
- Commitment to maintaining confidentiality and adhering to firm policies.
- Demonstrated ability to work both independently and collaboratively.
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