Business Development Assistant
Heritage · Palm Beach, FL · 1 mo ago
Business DevelopmentFull-time
BENEFITS
- Medical, Dental, Vision coverage
- Paid time off
- 401k savings plans
COMPENSATION
Commensurate on experienceESSENTIAL DUTIES AND RESPONSIBILITIES
- Aid in the creation of outreach campaigns to existing and newly added estate and divorce attorneys, financial planners, wealth managers and CPAs in Dallas and nationally.
- Participate in the expansion of the client database, including researching new and existing clients, advisors, appraisers, and organizations, and maintaining accurate records in the database.
- Call/email existing T&E contacts for re-introduction to Heritage appraisal and auctions services. Update address/firm changes in our internal systems.
- Develop our contact list and relationships with attorneys in selected regions.
- Aid our T&E representatives with estate inquiry assessments/evaluations where required. Work with the rest of the T&E team in building relationships and pursuing business (includes some trade shows and presentations).
- Aid the Director of Museum Services and Formal Appraisals in outreach or support projects.
- Work closely with Marketing for mailings and proposals.
- Aid in the planning of networking events in our showroom(s) or at outside venues.
EDUCATION and/or EXPERIENCE
- Bachelor’s degree, preferred
- 2+ years of professional experience in administrative services or a client services background
SKILLS AND ABILITIES
- Must be highly proficient in basic Microsoft applications, specifically Word and Excel, have excellent communication skills, both verbal and written, high ability to multitask, pay great attention to detail, and have a positive attitude with exceptional client service skills. Discreet and professional demeanor required. Public speaking talents are a plus!
WORK ENVIRONMENT
The individual must be able to work in a fast-paced team environment. The following are attributes that we are seeking in all employees at Heritage:- Self-motivation, intelligence, and strong work ethic
- Willingness to travel
- Ability to follow set standards
- Ability to analyze and propose solutions to problems
- Ability to work in a fast-paced, multi-project, and dynamic environment
- Absolute drive to complete projects on time and in a detailed manner
- Excellent organizational skills: accurate and thorough
- Excellent communication skills: listening, writing, and verbal