Business Assistant/marketing/client success

Let’s be #BrilliantTogether

Assistant/Sales/Marketing/Clients Services

Business Administration

Provide executive level administrative support to the Managing Director and other senior executives, as required.

Responsible for maintaining front-of-house operations and providing a professional first-impression for the business.

Event coordination of the Best of Breed research programs.

Arranging event travel and accommodation.

Coordinating the Best of Breed (BOB) events balancing the needs of both the delegates and fund managers

Sales

BOB Sessions Allocations management: – maintaining the current sales form that allocates the BOB and iBOB sessions and keep sales team advised of session still available for sale.
Looks at geographic allocations for City and locations to ensure best travel times to optimize the program/agenda

Maintain Sales Collateral: ensure all sales collateral used by the technical sales team is current. Liaise with sales team and marketing to ensure it is fit our purpose.
Checked at least quarterly or when personal in the team change.

Sales leads follow up reporting – to ensure that sales leads generated by marketing campaigns and other lead generating activities are being followed up by the sales team.

Marketing

•          Checking all marketing collateral each month for edits

• Reviewing collateral for the below products, checking dates, names, etc., plus also looking for what collateral needs to be created.
  • Events
  • RainmakerLive
  • FS Aspire CPD
  • Money magazine

•          Following up technical sales for all leads that haven’t been marked as “qualified” or “not qualified”. Checking on the status of all pending leads to ensure someone in sales has
  followed the person up. Any lead that is not marked as “qualified” needs follow up from the team.

• FS Aspire CPD leads -
• Rainmaker Information leads -

Subscription renewal follow up

Contacting all FS Aspire CPD and Financial Standard subscribers who are up for renewals in a given month -

• Emails
• Followed by calls

EDM stats and reporting

Entry of EDM stats from wildebeest, followed by reporting on stats and how they’ve changed over time

Venue booking

Once the event calendar is locked in, we need to book venues for each event. Chief Economists Forum and ABDO Capital Cities are top priorities

Press release statistics reporting

Entering and reporting on Google Alert activity so we know how our competitors are doing in terms of PR. We can also then see which journalists may be interested in our research

Following up media after a press release has been sent
emailing and calling 10-15 journalists to see if they will run our press release

Client Services

• Outstanding invoice assistance
  • Assisting in managing current status of outstanding invoices, helping the CS team to follow up with clients for payment.

• Assisting CS with management of Clickup
  • Organising input of renewal subscriptions on annual basis to track engagement points throughout the year.
  • Organising tracking in Clickup of client and internal feedback collated from CS and Sales team that has been requested of Software development

• RainmakerLive client analysis
  • Assisting CS with reviewing usage data of RML clients to highlight where opportunities are for more training, replacing or updating users

• RainmakerLive training videos and guides
  • Assisting CS in the coordination of creating training videos, updating training collateral and creating documentation that can be used as a
    resource to help clients with knowledge of how to use RainmakerLive.

Media Client Services

• Post-campaign report generation
  • Putting together and sending the advertising stat reports to each client post campaign
  • Escalating to Michelle to request any stats outside of normal procedure where Software Development is required to provide

• Advertising testing
  • Assisting CS with pre-campaign testing of all placements for FS/Money across Web, edm, Print, Solus, custom publishing.
  • Daily live testing of all placements to ensure all artwork is appearing as they should.

• Booking form management
  • Assisting with filing and reporting of new booking forms once received.

• CS Media collateral
  • Putting together CS training collateral to explain to a new recruit how to do the role of media execution, managing AIMS,
     coordinating teams and managing process.
  • Putting together Money Magazine spec kit
  • Coordination of custom publishing spec kit

• Artwork folder clean-up

Assisting CS with cleaning up the R drive Artwork, stats and booking folders, reorganising and updating. Potentially archiving and organising.

What you can expect from us

Our people are the moving force behind ISS STOXX. We are dedicated to hiring the best, most talented people in our industry and empowering them with the resources and support to enhance their career, health, financial and personal well-being. 

We are committed to fostering, cultivating, and preserving a culture of diversity and inclusion. We are invested in our people and are working every day to ensure a diverse, equitable, and inclusive workplace.

Let’s empower, collaborate, and inspire one another. 

Let’s be #BrilliantTogether.

About ISS STOXX

ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit. 

ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry. ISS MI empowers asset and wealth management firms, insurance companies, distributors, service providers, and technology firms to assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. Clients benefit from our increasingly connected global platform that leverages a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry-leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards. 

Visit our website: https://www.issgovernance.com       

View additional open roles: https://www.issgovernance.com/join-the-iss-team/      

Institutional Shareholder Services (“ISS”) is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. It is our policy to prohibit discrimination or harassment against any applicant or employee on the basis of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as “protected status”).  All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements.