Business Development Coordinator

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Job description

Job Description

We are a fast growing financial planning firm seeking a responsible and energetic full time Business Development Coordinator. The Business Development Coordinator is responsible for the communication with prospects, who have interest in meeting with us and scheduling them for appointments. A key role in the position is to ensure potential clients are interested in securing the firm's services by educating them about our services and building relationships that last.

Primary Responsibilities

• Establishing and maintaining effective relationships with prospects via email, phone, and in-person.

• Coordinating and arranging prospect events, meetings, and appointments.

• Assisting with the preparation of presentations for prospective clients.

• Answer and direct phone calls and emails

• Creating and maintaining prospect databases and mail lists.

• Attends prospect events and meetings and manage KPI's of events and client meetings.

• Create regular reports and update internal databases

• Respond promptly to queries

• Coordinate executive communications, including taking calls, responding to emails and interfacing with clients

• Responsible to handling front office reception responsibilities, including greeting guests and handling inquiries

• Providing effect administrative support.

• Manage social media channels and drip campaigns that meet compliance standards.

Essential Qualifications

• Excellent written and verbal communication

• Heavy telephone communication experience is a MUST

• Excellent interpersonal skills

• Ability to prioritize and manage workload.

• Excellent customer service and phone skills

• Experience exercising discretion and confidentiality with sensitive company information

• Solid experience with office management systems, and MS Office

• Social media knowledge

• High attention to detail