Job Summary
This role supports advisor management and business development activities through recruitment coordination, training adviser event support, and company event execution. The position also handles business and training related queries, maintains accurate records, and assists in adhoc projects to ensure smooth operations and effective advisor engagement.
Key Responsibilities
- Provide support for advisors during onboarding and offboarding, other setup requirements for new representatives
- Oversee and manage changes in advisor designation, ensuring records are updated accurately and timely communication is provided to relevant partners
- Develop initiatives to continuously improve advisor experience and build a strong advisor community
- Plan, coordinate, and deliver advisor and client engagement events, ensuring seamless execution and impactful participant experience
- Support the full spectrum of business development activities in collaboration with business partners and advisors, while cultivating and maintaining strong, productive working relationships
- Plan, coordinate, and deliver advisor and client engagement events, ensuring seamless execution and impactful participant experience
- Adhoc tasks as required to support overall project objectives
Requirements
- Diploma or Degree in Business Administration, Marketing, or related field.
- 1-2 years of relevant experience in business development or support functions preferred.
- Strong coordination and communication skills.
- Meticulous, detail-oriented, and able to manage multiple tasks simultaneously.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
- Able to work independently and as part of a team.
