Sales Support Administrator - Godalming, United Kingdom - 2i Recruit Ltd
Description
This is an exciting opportunity for an articulate, business orientated individual to join the business development team in a support role.
Key responsibilities:
As a member of the Sales & Marketing team, you will be expected to provide support to the business development team as necessary in order for the sales & marketing plan to be executed successfully.
Duties to include:
- Ensuring all correspondence is scanned and referenced
- Taking telephone calls from various introducers, Business Development team members and other staff as required
- Following up necessary actions to support new business for the Sales & Marketing team
- Updating and maintaining database records
- Organising online access requests for clients and advisers
- Assisting with seminar and event organisation
- Creating PowerPoint presentations
- Completing due diligence reports and surveys
- Maintaining compliance register and obtaining appropriate compliance reviews
- Logging copies of all invoices and maintaining department budget records
- Supporting Sales & Marketing Director, as required.
Skills/Experience required:
- Minimum 6 months experience in an officebased role
- Ability to multitask
- Numerate, with good Microsoft Office skills
- Articulate, with ability to speak to high net worth individuals and senior level staff
- Good team player with excellent communication skills
Qualifications:
- Encouraged to study towards and pass a general financial services qualification
- Full study material and support available.
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