Administrative Support Specialist

Rise2Recruit; Greater London; On-site; GBP 30,000 - 35,000; Full time

Job summary

An esteemed investment firm in Central London is on the lookout for a dedicated Administrative Sales Support professional. This role is vital for assisting the sales team in managing relationships with high-net-worth clients and ensuring seamless communication. You'll be responsible for organizing meetings, preparing investment materials, and maintaining client information in our CRM system. Join a prestigious environment where your contributions will help uphold the firm's reputation for excellence and client satisfaction. If you're detail-oriented and thrive in a fast-paced setting, this is the opportunity for you.

Benefits

Monthly Lunch Club Rewards

Quarterly International Trips

Prestigious Office Environment

Qualifications

• Detail-oriented with excellent verbal and written communication skills.
• Proficient in Microsoft Office and CRM systems.

Responsibilities

• Provide administrative support to the sales team.
• Manage communication with high-net-worth clients.
• Prepare client correspondence and investment materials.

Skills

Verbal Communication

Written Communication

Organizational Skills

Interpersonal Skills

Attention to Detail

Microsoft Office Suite

CRM Systems

Education

Administrative Experience in Financial Services

Tools

CRM Systems

Microsoft Office Suite

Job description

This range is provided by Rise2Recruit. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Rise2Recruit

Central London

A prestigious, well-established investment firm located in the heart of London is seeking an Administrative Sales Support professional to join our dynamic team. Our firm specializes in providing exceptional investment services to high-net-worth individuals and investors.

Position Summary

We are looking for a detail-oriented and professional Administrative Sales Support specialist to assist our sales team in managing relationships with potential high-net-worth clients and investors. This role is crucial in supporting our business development efforts and maintaining our reputation for excellence.

Key Responsibilities

• Provide comprehensive administrative support to the sales team
• Manage initial communication with potential high-net-worth clients and investors
• Schedule and coordinate meetings, calls, and presentations with prospective clients
• Prepare professional client correspondence and investment materials
• Maintain accurate and up-to-date client information in our CRM system
• Assist with organizing exclusive client events and investment seminars
• Support sales managers in preparing tailored investment proposals
• Handle sensitive client information with appropriate confidentiality and discretion
• Facilitate smooth onboarding processes for new clients

Requirements

• Excellent verbal and written communication skills
• Professional telephone manner and confident interpersonal skills
• Strong organizational abilities and attention to detail
• Ability to maintain composure when dealing with high-profile individuals
• Proficiency in Microsoft Office suite and CRM systems
• Previous administrative experience in financial services preferred
• Understanding of financial markets and investment products beneficial
• Salary range: £30,000-£35,000 per annum
• Exceptional incentive package including:
• Monthly lunch club rewards for top performers
• Quarterly international trips to premier destinations including Miami, Dubai, Los Angeles, and Mexico for outstanding achievers
• Central London location in a prestigious office environment

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Administrative, and Business Development

• Industries

  Staffing and Recruiting

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