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- Tasks: Assist clients and the team in a fast-paced investment firm environment.
- Company: Join an innovative investment firm known for its growth and employee development.
- Benefits: Enjoy opportunities for learning, development, and recognition for your hard work.
- Why this job: Be part of a dynamic team that values resilience and dedication while making an impact.
- Qualifications: 3-5 years in admin or client services; strong communication and organisational skills required.
- Other info: Experience in financial services or luxury goods is a plus; proficiency in CRM platforms needed.
The predicted salary is between 28000 - 42000 £ per year.
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 somewhere you can learn and develop but they need people who are resilient and dedicated. They look after their staff and offer the opportunity for development and really reward your efforts.
Main Responsibilities:
- Answering the telephone and directing calls as appropriate (Storage & Insurance, Compliance, deposits, general queries).
- Working closely with both Co-Founders and Office Manager.
- Project management (adhoc).
- Maintain the office online and physical filing system during live tasks.
- Managing personal and admin@ inbox with all client & ad hoc queries.
- Managing the Post Sale process, deposits, updating sheets, compliance and sending/updating contracts.
- Ensuring all clients have up to date information on CRM system.
- Ensuring all trades are correctly inputted.
- Balancing sheets (making sure HubSpot/monthly written/Plecto are all synced daily).
- Setting the sales director and sales team up for their day: Receiving Payments.
- Updating Sheets.
- Checking Docusigns, Updating HubSpot & Sheets.
Key Requirements:
- Proven experience in administrative, operations, or client services role; 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 organisation skills are required along with the ability to prioritise, use your initiative and work independently and as part of a team.
- As you will be liaising with high profile clients, strong communication skills are required along with the ability to build rapport and have a confident phone manner.
- Exceptional attention to detail is imperative especially when it comes to client documents.
- This role will require 3-5 years’ experience, ideally working in a similarly fast-paced environment, a strong academic record, good MS Office Skills and ideally experience on HubSpot CRM.
Contact Detail:
Annabel Taylor Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Post Sales Administrator for Innovative Investment Firm in the City, £35-40kk
✨Tip Number 1
Familiarise yourself with the investment firm's culture and values. Research their recent projects and client interactions to understand what they prioritise. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Practice your communication skills, especially over the phone. Since the role involves liaising with high-profile clients, being able to convey information clearly and confidently is crucial. Consider role-playing scenarios with a friend to build your confidence.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects in previous roles. Be ready to discuss specific tools or methods you used to stay organised, as this will resonate well with the fast-paced environment they operate in.
✨Tip Number 4
Network with current or former employees of the firm on platforms like LinkedIn. Engaging with them can provide insights into the company culture and expectations, and they might even offer tips on how to stand out in your application process.
We think you need these skills to ace Post Sales Administrator for Innovative Investment Firm in the City, £35-40kk
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administrative roles, particularly in financial services or client services. Emphasise your organisational skills and attention to detail, as these are crucial for the Post Sales Administrator position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how you've thrived in fast-paced environments and your ability to manage multiple tasks effectively.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Microsoft Office and any CRM platforms like HubSpot. Provide examples of how you've used these tools in previous roles to enhance your productivity and client interactions.
Showcase Communication Abilities: Since strong communication skills are essential for this role, include examples of how you've successfully liaised with clients or team members in past positions. Highlight your ability to build rapport and maintain professionalism in all interactions.
How to prepare for a job interview at Annabel Taylor Recruitment Limited
✨Showcase Your Organisational Skills
Given the role's emphasis on strong organisational skills, be prepared to discuss specific examples from your past experiences where you successfully managed multiple tasks or projects. Highlight how you prioritised your workload and maintained attention to detail.
✨Demonstrate Client-Focused Communication
As you'll be liaising with high-profile clients, it's crucial to exhibit excellent communication skills. Practice articulating your thoughts clearly and confidently, and consider preparing a few scenarios where you effectively handled client queries or built rapport.
✨Familiarise Yourself with Relevant Tools
Since proficiency in Microsoft Office and CRM platforms like HubSpot is essential, make sure you're comfortable discussing your experience with these tools. If possible, brush up on any features or functions that are particularly relevant to the role.
✨Emphasise Your Team Player Attitude
This position requires someone who thrives in a fast-paced environment and enjoys working as part of a team. Be ready to share examples of how you've collaborated with colleagues in previous roles and how you contribute positively to team dynamics.
