Executive Technical Assistant  

General duties

The executive technical assistant is tasked to assist the branch head in monitoring all the activities and businesses of the unit managers and financial advisors alike.

Opportunity for Growth

If the candidate is proven eligible, he/she can be promoted/developed to become a unit manager.

Administrative

• Handle documents with critical information of clients and other business dealings
• Organize schedule of the branch head and unit heads
• Assists the managers in securing important documents or files
• Monitor and record all branch activities and prepare necessary documentation
• Ensure that the branch operations will remain uninterrupted by procuring necessary supplies
• Draft e-mails, memos, forms, and other documents as needed
• Summarize expense and income reports of the branch

Client Relations

• Maintain a database containing information of important contacts and key clients
• Provide general support to the sales leadership team
• Act as the point-of-contact for internal and external clients
• Answer inbound calls and inquiries of potential clients

Sales

• Develop key accounts and strategic partnership
• Manage and maintain the key accounts of the company
• Perform lead generation for new accounts and up-selling to key accounts
• Expand the current network of the group
• Draft and revise sales pitches
• Present/pitch to qualified leads
• Handle completion of documentation requirements of accounts

Training and Development

• Create training modules based on first-hand learning and experiences
• Organize training events for the branch, as needed

Talent Acquisition

• Pool and screen new talent for unit heads

- College Graduate (No particular course)
- Must be organized
- Must be able to work well in a high-paced worked environment (related work experience preferred)
- Must be detail-oriented
- Experience in client-facing roles and/or sales is highly valued