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Jeanett
Business Development Administrator at Old Mutual Investment Group
Contato
Competências
Expertise in managing executive tasks and supporting high-level decision-making.
Skilled in organizing local and international travel logistics for executives.
Proficient in fostering relationships with stakeholders to enhance collaboration.
Experienced in overseeing office operations to ensure smooth administrative functions.
Formação acadêmica
Resumo
Dynamic professional with extensive experience in business development and executive assistance, adept at managing complex administrative tasks and enhancing operational efficiency.
Principais conquistas
- Successfully coordinated complex travel arrangements for senior executives, improving efficiency by 30%.
- Managed CRM reports and client engagement logistics, enhancing client communication and follow-up.
- Streamlined administrative processes resulting in a 20% reduction in operational delays.
Experiência
Business Development Administrator/Personal Assistant
Provided administrative and strategic support to Business Development Managers.. Coordinated diaries, complex travel arrangements, and expense claims.. Managed CRM reports, client engagement logistics, venue sourcing, and branding.. Oversaw onboarding of new BDMs, systems access, and office compliance.. Ensured alignment of all office activities with corporate standards.
Executive Personal Assistant
Coordinated executive meetings, complex travel, and key events.. Took minutes and distributed to stakeholders.. Managed reimbursements and travel claims via Oracle I-proc system.
Account Executive
Oversaw customer service and process flow for customized corporate gifts.. Managed quotes, orders, invoices, and ensured timely communication.. Promoted brand products and ensured specification adherence.
Distribution Support Administrator & PA
Processed new/existing business applications with accuracy.. Provided advisor support and ensured system compliance (Q-link, CRM).. Assisted with sales conferences, laptop audits, diary management, and minutes.
Sales Consultant
Marketed loan products, opened client accounts, and validated banking details.. Provided product advice and worked within allocated sales regions.