Investment Sales Administrator

ROC Recruitment
11 May 2017
10 Jun 2017
Contract Type
Full Time

*Investment Sales Administrator - assist a busy Sales Team
*Investment Management company - high net worth clients
*To £25,000 + exceptional benefits
*City based

Our City based client is an Investment Management company with a truly impressive and long heritage going back centuries! Part of a FTSE 250 listed organisation, it has an excellent reputation, has won several awards and is a fantastic employer in terms of its benefits, working conditions and ethos. It provides Investment Management for private individuals (many of whom are high net worth), charities and professional advisors.

This attractive Investment Sales Administrator opportunity assists the very busy Sales Team with all administrative responsibilities, including answering broker queries; taking and typing meeting minutes; updating the CRM database and acting as a central point of contact for team projects. You will often have conflicting priorities in this role, so a confident personality and ability to manage expectations is crucial.

This Investment Sales Administrator position would suit a strong prioritiser with office experience and an interest in financial services, although no previous experience is required. You will have good IT skills and exemplary client focus. Many of their clients are entrepreneurs and high net worth individuals, so an understanding of providing exceptional customer service is crucial.

This company can offer you:

*To £25,000 salary
*Amazing benefits including 25 days hols rising; generous pension; death in service; PHI; private medial insurance; share incentive plan; SAYE; Give as You Earn; childcare vouchers; cycle to work scheme; IF STL; shopping discounts, plus more!
*Hours 9am - 5pm, Monday to Friday

To be successful in this Investment Sales Administrator role, you will have:

*Minimum GCSE English and Maths at grades A-C or equivalent
*Some office experience
*An interest in Financial Services
*Intermediate Word, Excel and PowerPoint
*Ideally experience using a Client Relationship Management system (Salesforce / Dynamics or similar)
*Good telephone manner
*Ability to remain calm under pressure
*High attention to detail
*Excellent client focus
*Corporate, well groomed appearance

Key accountabilities within this Investment Sales Administrator role include:

*Answering Broker telephone calls and responding to queries
*Managing sales email inbox and actioning as appropriate
*Amending, printing and binding PowerPoint presentations
*Sending literature requests by post
*Booking travel for sales team
*Updating CRM database
*Formatting and distributing daily sales figures
*Taking and typing minutes
*Acting as a central point of contact for team projects
*Organising staff meetings
*Organising events
*Plus more

If this Investment Sales Administrator opportunity appeals and you would like to apply, please email your CV as soon as possible quoting "Investment Sales Administrator".

Thank you for applying to this advertisement; we appreciate your interest in this Investment Sales Administrator opportunity. All applications are important to us, but due to the high volume of response we receive from our advertisements, we only contact successful applicants. However, do follow us on Facebook and Twitter for our latest vacancies. We wish you all the best in your search for a new position.