Marketing Manager

2 weeks ago


Leeds, United Kingdom Anderson Anderson & Brown LLP Full time

**At Sagars and the AAB Group, we’re in it together.**

The AAB Group - with Sagars in Leeds and beyond - offers our clients talent and technology covering every possible aspect of business and personal financial support.
- **Administrative Business Partner - AAB Group Private Client Team & Leeds Office (Leeds)**_

We are seeking a dynamic Administrative Business Partner to join our team in Leeds. In this role, you will be responsible for supporting the Private Client team across the AAB Group alongside providing some local assistance in Leeds to other Business Unitsand the wider support team. It’s a role in which embracing our culture and helping to promote our values and deliver our commitments will be key.

Our Private Client team works with high net worth individuals, business owners, families and international clients. We cover all aspects of personal tax compliance and planning - whether that’s income, capital gains or inheritance tax, succession and estateplanning or Trusts & Family Investment Companies.

**The role will typically include**:

- Leading and co-ordinating logistics for internal and external meetings across the Private Client Business Unit.
- Assisting with facilitating and documenting Private Client internal meetings.
- Playing a key role in looking after the Private Client 'planning board’ in Leeds - allocating team members to specific jobs and clients to make sure we meet our client deadlines and provide opportunities for the team to learn and develop.
- Actively managing proposals including timelines, document formatting and checking we’ve met the client’s brief.
- Actively managing and/or directly producing client reports and presentations for the client facing teams.
- Providing other operational and administrative support to the Private Client team (and, when needed, to the wider Leeds based team) to enhance client service delivery and maximise chargeable time across the team whilst keeping high standards of deliveryand written deliverables.
- Assisting with client onboarding - helping to ensure we provide a great experience for our clients and meet our compliance obligations.
- Collaborating with the wider support team in Leeds and across the AAB Group - ensuring good communication and providing occasional hands-on cover in the client facing Leeds support team.
- Taking responsibility for the AAB Group Private Client pipeline, working with the wider team to ensure information is recorded accurately and on a timely basis.
- Collating, curating and producing presentation materials, content and contributors for groupwide Business Unit meetings and communications.
- Co-ordinating Private Client team training records and training plans, facilitating the arrangement of training courses and collating reference material for the wider team.
- Assisting with special projects.

**For this role, you’ll need**:

- Experience of supporting senior leadership and/or project management support
- Excellent organisational skills
- Strong communication skills - both written and oral
- Excellent document and presentation formatting skills with a knowledge of all key Microsoft Outlook, Word, Powerpoint, Excel and related apps
- A strong attention to detail and a creative mind, and
- The ability to work effectively within a team and across functions - a good relationship builder at all levels.


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