Post Sales Administrator for Innovative Investment Firm in the City, £35-40kk

Annabel Taylor Recruitment Limited; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading investment firm in London is seeking a Post Sales Administrator to enhance client services and assist in administrative tasks within a dynamic environment. This role is ideal for a dedicated individual with strong organisational skills and experience in dealing with high-profile clients, offering a chance to grow and be rewarded for effort.

Qualifications

• 3-5 years’ experience in a similar fast-paced environment.
• Experience in financial services or luxury goods is a plus.
• Proficient in MS Office and CRM systems.

Responsibilities

• Answering calls and directing inquiries to appropriate teams.
• Managing personal/admin inboxes and client queries.
• Maintaining CRM updates and managing the Post Sale process.

Skills

Organisational skills

Communication skills

Client-focused

Attention to detail

Multi-tasking

Education

Strong academic record

Tools

Microsoft Office

CRM platforms

HubSpot

Job description

This highly successful, expanding innovative investment firm in the City is looking for a Post Sales Administrator to assist their clients and the wider team. The role requires someone who likes working hard, as part of a team and in a very fast-paced environment. It is an opportunity to learn and develop, but they need people who are resilient and dedicated. They look after their staff and offer opportunities for development and rewards for effort. The role includes:

Main Responsibilities:

1. Answering the telephone and directing calls as appropriate (Storage & Insurance, Compliance, deposits, general queries).
2. Working closely with Co-Founders and Office Manager.
3. Project management (ad hoc).
4. Maintain the office online and physical filing system during live tasks.
5. Managing personal and admin@ inboxes with client & ad hoc queries.
6. Managing the Post Sale process: deposits, updating sheets, compliance, and sending/updating contracts.
7. Ensuring all clients have up-to-date information on CRM system.
8. Ensuring all trades are correctly inputted.
9. Balancing sheets (ensuring HubSpot, monthly written, Plecto are all synced daily).
10. Setting up the sales director and team for their day: receiving payments, updating sheets, checking Docusigns, updating HubSpot & sheets.

Key Requirements:

• Proven experience in administrative, operations, or client services roles; experience in financial services, luxury goods, or spirits industry is a plus.
• Strong organisational skills with exceptional attention to detail.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office and CRM platforms (e.g., Salesforce, HubSpot).
• Ability to manage multiple tasks and deadlines simultaneously.
• Client-focused with a professional and courteous manner.
• Enthusiastic team player who thrives in a fast-paced, high-growth environment.
• Strong organisational skills, with the ability to prioritise, use initiative, and work independently or as part of a team.
• Experience liaising with high-profile clients, building rapport, and maintaining a confident phone manner.
• Exceptional attention to detail, especially concerning client documents.
• 3-5 years’ experience in a similar fast-paced environment, with a strong academic record, good MS Office skills, and ideally experience with HubSpot CRM.