Administrative Support Specialist

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Base pay range

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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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