Business Development Assistant

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.

Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.

Business Development Assistant Position Summary:

Support Business Development team in the daily performance of duties, including support of prospecting activity and servicing of client relationships.

Business Development Assistant Duties & Responsibilities:

• Track business development efforts for BDO’s through CRM and weekly pipeline reports
• Maintain CRM Database, updating as necessary
• Maintain tickler system to ensure client meetings are routinely scheduled
• Schedule meetings, coordinating schedules with clients and other CCT professionals, and confirm meetings 24 hours in advance
• Arrange travel for prospect and client meetings
• Research potential prospects through use of public and private media (or other sources as appropriate)
• Prepare documentation and provide overall support to clients applying for third-party collateralized line of credit programs; interfacing with bank providers and serving as an internal resource/junior subject matter expert
• Prepare monthly analytical reports, materials for client meetings and other maintenance reports for clients
• Analyze prospect statements through use of FactSet and Morningstar and prepares presentation material for prospect meetings
• Order, prepare and maintain marketing materials
• Act as primary liaison with Marketing for event planning
• Help plan and orchestrate small business development events
• Develop correspondence database for solicitation and follow-up to clients and prospects




Provide effective, confidential administrative support including:

• Answering telephones
• Preparing and maintaining client files
• Preparing and submitting expense reports
• Preparing correspondence for prospects and clients




• Provide occasional back-up support to other administrative positions within the firm
• Communicate clearly and effectively with clients; respond to their requests and work with them to resolve issues and meet their needs
•  Maintain files, prepare client review materials, copies, scans and faxes
• Organize documents and correspondence in client files

Business Development Assistant Experience:

• Bachelor’s Degree or equivalent work experience
• 5+ years supporting a client facing professional services or sales focused organizations highly desired.
• Prior finance, banking, or wealth management experience a plus.
• Demonstrated highly effective written and oral communication skills. 

Business Development Assistant Skills & Abilities:

• Attention to Detail: Thorough, systematic, and methodical in the support of the Business Development team with strong follow-through on outstanding and critical items. Ability to understand and handle confidential information appropriately.




• Adaptability: The ability to adapt to various changes within the department or client needs related to assignments by being proactive and thinking creatively.




• Customer Orientation: Gives the highest priority to internal and external customer satisfaction in individual actions. Ensures response to customer needs with empathy; taking proactive steps to anticipate customer needs




• Planning & Organization: The ability to devise to handle multiple priorities and devise a course of action for themselves and others to accomplish a specific goal while managing time and resources to meet deadlines and expectations.




• Relationship Building: The capacity to comprehend and engage in building effective relationships with all levels of the organization and with clients.

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Chevy Chase Trust is proud to be an equal opportunity workplace. We promote diversity and equality within all facets of our organization, and we foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.

If you are a candidate in need of assistance or an accommodation in the application process, please contact [email protected] or 301-986-6000.

Equal Opportunity Employer/Veterans/Disabled