Grow Revenue * Prospect development and Lead Generation: Identify potential prospects, research their contact information and give you the context to reach out to them * Nurture and growing your client base: Monitor relationships and referrals by ensuring regular touch points through investment updates and other communications * Managing and preparing documents: Ensure proposals, key investment documentation, and other reports are ready when you need them * Update email or contact lists in your CRM: Make sure all information is properly input so warm leads don’t go cold. * Manage your calendar: Schedule and re-schedule your meetings and confirm appointments