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For Companies At a Glance
- Tasks: Be the go-to support for CRM users and manage user access.
- Company: Join Huxley, a leading firm in wealth management.
- Benefits: Enjoy a competitive rate of £520 p/d and a flexible work schedule.
- Why this job: Gain valuable experience in financial services while working in a dynamic team.
- Qualifications: Financial service experience is essential; training will be provided.
- Other info: This is a 12-month contract with 4 days a week in London.
The predicted salary is between 39000 - 65000 £ per year.
Job Description
My client within wealth management is currently looking for a salesforce admin to join the team.
Primary Responsibilities
- 1st line of support for all primary CRM users
- Provision of training to ensure user consistency and to support roll out of any new functionality
- Support CRM administration tasks including but not limited to, new user set-up, managing user access rights & permissions, reporting etc
- Financial service experience essential
Logistics:
- 4 days a week in London
- 12 month contract
- £520 p/d inside IR35
Please click here to find out more about our Key Information Documents. Please note that the documents provided contain generic information. If we are successful in finding you an assignment, you will receive a Key Information Document which will be specific to the vendor set-up you have chosen and your placement.
To find out more about Huxley, please visit www.huxley.com
Huxley, a trading division of SThree Partnership LLP is acting as an Employment Business in relation to this vacancy | Registered office | 8 Bishopsgate, London, EC2N 4BQ, United Kingdom | Partnership Number | OC387148 England and Wales
Salesforce Admin employer: Huxley
Contact Detail:
Huxley Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Salesforce Admin
✨Tip Number 1
Familiarise yourself with Salesforce's latest features and updates. Being knowledgeable about the platform will not only help you in interviews but also demonstrate your commitment to staying current in your field.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join online forums to connect with others who work in similar roles, as they may provide insights or even referrals for the position.
✨Tip Number 3
Prepare to discuss your experience with user training and support. Think of specific examples where you've successfully trained users or resolved issues, as this is a key responsibility of the role.
✨Tip Number 4
Research the company’s culture and values. Understanding their approach to client service and team collaboration can help you tailor your conversations during interviews, making you a more appealing candidate.
We think you need these skills to ace Salesforce Admin
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Salesforce Admin, especially in the context of wealth management. Highlight your experience in providing CRM support and training in your application.
Tailor Your CV: Make sure your CV reflects relevant experience, particularly in financial services and CRM administration. Emphasise any specific Salesforce skills or certifications you possess.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and how your background aligns with the company's needs. Mention your ability to manage user access rights and permissions effectively.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no typos or grammatical errors, as attention to detail is crucial for a Salesforce Admin role.
How to prepare for a job interview at Huxley
✨Know Your Salesforce Inside Out
Make sure you have a solid understanding of Salesforce functionalities, especially those relevant to CRM administration. Be prepared to discuss your experience with user set-up, managing access rights, and reporting features.
✨Highlight Financial Services Experience
Since financial service experience is essential for this role, be ready to share specific examples from your past roles that demonstrate your knowledge and skills in this sector. This will show that you understand the unique challenges and requirements of the industry.
✨Prepare for Training Scenarios
As part of the role involves training users, think of examples where you've successfully trained others on new systems or processes. Be ready to explain your approach to ensuring user consistency and how you handle different learning styles.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, the specific challenges they face with their CRM, and any upcoming projects. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
