About the role
We are currently seeking an enthusiastic, diligent and detail-minded CRM assistant to join a the Hong Kong office of a global organization.
Responsibilities
Accurately manage the input and output of information using Deal Cloud to ensure the database remains current.
Create and format a large volume of documents, especially Briefing Notes, to a high standard.
Generate comprehensive data reports and dashboards for the team.
Ensure proper formatting of reports and adjust notes as needed.
Compile mailing lists and implement strategic email campaigns.
Collaborate with the wider team to prepare for and support all conferences, ensuring timely preparation, verification, and distribution of documents.
Support the Advisory team with slide creation and other tasks that add value.
Work in tandem with the global CRM team to consistently meet deadlines.
Qualifications
Exceptional attention to detail and strong organizational skills.
Capability to multi-task and prioritize effectively across various projects.
A willingness to tackle tasks of any size.
A team-focused attitude with the ability to work independently as well.
Strong communication and collaboration skills; knows when to seek clarification or assistance.
Adaptability to exceed expectations when needed.
Ability to remain composed and perform well under pressure.
Proficiency in Microsoft Office Suite, with a strong focus on Excel.
Familiarity with CRM systems is preferred.
Experience in the financial services sector is a plus, though not mandatory.
For further details, please contact Wilfred Yu or send across your details to wy@charlottefrank.com
Job Code: WY/70609
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