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

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