Sales Administrator

Sales Administrator - Fantastic City Investment Management Firm

35k plus bens

Hybrid working- state of the art offices with onsite gym

Great career development opportunity

Our client is one of the UK’s leading investment management firms based in the city is looking for a Sales Administrator to support their wealth and asset management sales team. The role has come about due to promotion so a fantastic opportunity for career development.

Looking for someone who can evidence an interest in financial services and 1 year’s administrative experience. Must be a Proactive team player with good MS Office and experience of working with database. Fantastic opportunity for career growth and development.

Key duties:

• Work closely with the sales support teams and other key stakeholders to provide administrative support in alignment with core processes and procedures.
• Act as the initial escalation point for wealth and asset management enquiries by monitoring shared email inboxes. Liaise with key stakeholders including the operations teams, external administrators and sales support to ensure queries actioned efficiently.
• Be a proficient user of Salesforce, able to manage data updates, reporting and support colleagues with requests and issues.
• Work with key stakeholders to provide administrative support for the planning and execution of sales visits, client presentations and larger sales/marketing campaigns, tasks include:
• Manage travel and hotel bookings
• Print, bind and send presentation materials and required sales collateral
• Manage CRM requirements including the provision of invite and attendee lists
• Produce CPD certificates for event attendees
• Assist with ad hoc requests to support the sales strategy including organising staff/team events and minute taking.

Key experience:

• 1 year’s previous administration experience is required. Candidates must be able to use Microsoft Office at an intermediate level and demonstrate an interest in working in the financial sector.
• GCSE grades 9-5 in Maths, English and Science (or equivalent)
• Use of Microsoft Word, Excel and PowerPoint to an intermediate level.
• Excellent organisation and time management skills.