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Business Development Assistant

Company: Saul Centers
Location: Bethesda
Posted on: June 19, 2022

Job Description:

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.

Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways-with a singular focus.

The Business Development Assistant will assist the Business Development team in the daily performance of duties, including support of prospecting activity and servicing of client relationships.

Duties & Responsibilities:

* Track business development efforts for BDO's through CRM and weekly pipeline reports
* Maintain CRM Database, updating as necessary
* Maintain tickler system to ensure client meetings are routinely scheduled
* Schedule meetings, coordinating schedules with clients and other CCT professionals, and confirm meetings 24 hours in advance
* Arrange travel for prospect and client meetings
* Research potential prospects through use of public and private media (or other sources as appropriate)
* Prepare documentation and provide overall support to clients applying for third-party collateralized line of credit programs; interfacing with bank providers and serving as an internal resource/junior subject matter expert
* Prepare monthly analytical reports, materials for client meetings and other maintenance reports for clients
* Analyze prospect statements through use of FactSet and Morningstar and prepares presentation material for prospect meetings
* Order, prepare and maintain marketing materials
* Act as primary liaison with Marketing for event planning
* Help plan and orchestrate small business development events
* Develop correspondence database for solicitation and follow-up to clients and prospects
* Provide effective, confidential administrative support including:
* Answering telephones
* Preparing and maintaining client files
* Preparing and submitting expense reports
* Preparing correspondence for prospects and clients
* Provide occasional back-up support to other administrative positions within the firm
* Communicate clearly and effectively with clients; respond to their requests and work with them to resolve issues and meet their needs.
* Maintain files, prepare client review materials, copies, scans and faxes
* Organize documents and correspondence in client files.

Selection Criteria:

* Bachelor's Degree or equivalent work experience
* Highly effective written and oral communication skills
* Excellent organizational skills and ability to prioritize multiple tasks
* Strong attention to detail
* Ability to handle confidential information appropriately
* Follow-through on outstanding items
* Ability to effectively interact with all levels of employees within the organization and with clients

The Company requires that its employees be fully vaccinated against COVID-19 unless they have an approved medical or religious accommodation.

Chevy Chase Trust is proud to be an equal opportunity workplace. We promote diversity and equality within all facets of our organization, and we foster an environment that recognizes employees' unique skillsets and ensure that all employees have an equal opportunity to grow and advance.

If you are a candidate in need of assistance or an accommodation in the application process, please contact or 301-986-6000.

Equal Opportunity Employer/Veterans/Disabled

Keywords: Saul Centers, Bethesda , Business Development Assistant, Other , Bethesda, Maryland

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