Overview
A well-established company based in Euston are looking for an experienced Sales Support Administrator to join their growing team.
Salary: up to £30,000
The Role
- CRM system (Satuit) – update and manage, share best practice, highlight and correct errors
- Responsible for ensuring the sales phone line is covered and dealing with incoming calls
- Management of literature requests
- Monitoring of group email inbox for events and questions
- Create notes, reports and follow up actions for sales meetings
- Sourcing and ordering merchandise
- Sales Team meeting – collate and distribute agenda and content for monthly sales meeting. Write up post-meeting minutes and distribute to attendees
- Seminars/workshops – assist with planning, setup, invites and follow up
- Ad hoc external events preparation
- Monitor stock levels for literature and branded materials
- Assist with travel bookings for sales team
- Producing client specific illustrations for advisers
Key Skills/Experience
- The company are looking for a candidate who understands that the needs of clients (both internal and external) are at the heart of everything they do and key to the success of their business
- Within the Sales Team, a can-do attitude and a supportive approach to team members are essential attributes
- A wealth of financial services experience is not a prerequisite in applying for the role but a desire to develop skills and knowledge within a demanding work environment is critical
- The candidate will display diligence by bringing a high level of care and attention to even the most basic task and will demonstrate their intelligence through an ability to pick up new things quickly
- The candidate will be engaged in the business and will show this through building relationships, seeking to self-improve and taking an interest in the future direction of the company
- Candidates who want to benefit from the broad range of knowledge and exposure they can expect from a smaller, dynamic Investment Manager should apply for this role