Brief Posting Description
Support and enable the client facing members of the distribution team by managing the respective client service and back office related activities.
Detailed Description
Job Requirements
• Completing RFP's and Client Questionnaires
• Client reporting
• Maintaining the companies database
• Maintenance of the Institutional client database
• Quality control: Fact sheets, DDQ, RFP’s, Insto Website, CRM
• Producing sales dashboards & reports
• Assist with client research & file notes
• Support distribution team with client presentations
• Assisting with client events & marketing
• Assisting with client queries

Additional Details
• A recognized 5 to 10 years institutional asset management experience
• Relevant Business/ Commerce degree
• Must possess an ownership mentality and a willingness to take responsibility for tasks through to completion.
• Attention to detail, goal orientated and a willingness to learn and be hands on.
• Building good relationships internally and externally
• Attention to detail, goal orientated and a willingness to learn and to be hands on
• Client Centric and Service orientated
• Ability to meet deadlines under pressure and sometimes from mobile office environments
• Team player and willing to learn
• Responsible and accountable individual
• Highly diligent and Conscientious
• Finisher – Tenacious, goal-orientated
• Pro-active and Self-starter
• Ability to multi-task
• Highly organized and efficient