Seeks to understand priorities, so is in a position to reschedule meetings when the need arises with minimal guidance. Actively ensures partner is punctual for meetings and is aware of partner’s location at all times. Assists partner in managing diary commitments to ensure that internal as well as external reputation is considered when rearranging or cancelling appointments. Keeps partner appraised of changes. Agrees with partner when to consult and when to resolve matters independently. Actively assists partner to prepare for forthcoming meetings. Collates any documents required and has them ready for imminent meetings.
Monitors partner’s email account in their absence and provides agreed assistance at other times.
Relationship Management System (RMS) and Pipeline
Manages partner's RMS contacts (including alumni): follows up with partner to collect new information after meetings, uses the internet and other external sources to obtain information. Reviews RMS client and contact information on a regular basis. Ensures that client and contact business interests are flagged so that they receive relevant material. Encourages partner to review RMS list on a regular basis. Manages the sales and pipeline for each partner, checks their diaries and encourages them to pass on information. Is a confident user of the RMS reporting system. Uses initiatives to look at ways to cleanse data and ensures leavers’ data is reallocated. Able to train other members of the team on RMS.
Produces a consistently high standard of work, at speed and under pressure. Ensures that all documentation is brand and CVI compliant. Researches the Brand intranet and liaises with the Brand and Design team for advice on complex documentation as necessary. Seeks input from others to quality control key documents. Makes suggestions on how to improve documents and advises partner of errors. Able to generate draft responses to routine correspondence for finalisation by partner. Automatically drafts routine, recurring correspondence.