Business Development Assistant

Description: IBC Support: Constant management of the CRM systems to ensure accounts and contacts are established and correctly loaded, current and accurate. Ensuring meetings, calls and emails of IBC are stored on the CRM system. Manage and maintain calendars, scheduling meetings, client reviews, and travel arrangements. Prepare meeting agendas, minutes, and follow-up actions. Screen calls, emails, and correspondence, responding where appropriate Administering the TOB process for all new IFA re…