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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.
Post Sales Administrator for Innovative Investment Firm in the City, £35-40kk employer: Annabel Taylor Recruitment Limited
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 initiatives to understand what they prioritise. This knowledge will help you demonstrate your alignment with their goals during any discussions.
✨Tip Number 2
Network with current or former employees of the firm on platforms like LinkedIn. Engaging with them can provide insights into the role and the team dynamics, which can be invaluable when preparing for interviews.
✨Tip Number 3
Brush up on your CRM skills, particularly with HubSpot, as it's mentioned in the job description. Consider taking a quick online course or tutorial to ensure you're comfortable navigating the platform and can discuss it confidently.
✨Tip Number 4
Prepare examples from your past experience that showcase your organisational skills and ability to manage multiple tasks. Be ready to discuss how you've handled fast-paced environments and maintained attention to detail under pressure.
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 your previous experience aligns with the responsibilities listed in the job description, such as managing client queries or using CRM systems.
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 successfully managed multiple tasks and deadlines in a fast-paced environment.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for this role.
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 Attitude
Since this position involves liaising with high-profile clients, it's crucial to convey your client-focused approach. Share anecdotes that illustrate your ability to build rapport and maintain professionalism, especially in challenging situations.
✨Familiarise Yourself with Relevant Tools
Make sure you're well-versed in Microsoft Office and any CRM platforms mentioned in the job description, particularly HubSpot. If possible, mention any relevant experience you have with these tools during the interview to show your readiness for the role.
✨Prepare for a Fast-Paced Environment
The firm is looking for someone who thrives in a fast-paced setting. Be ready to discuss how you've adapted to quick changes in previous roles and how you handle pressure while maintaining quality work.
