Sales Support Administrator - Surrey, United Kingdom - JAMES GEORGE RECRUITMENT LIMITED

JAMES GEORGE RECRUITMENT LIMITED
JAMES GEORGE RECRUITMENT LIMITED
Verified Company
Surrey, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

James George is proud to present this fantastic opportunity for a new Sales Support Administrator for a position at a well-regarded Asset Finance firm based in Surrey.


Overview


The role will involve providing administrative support for sales teams to process all business transactions swiftly and accurately to successful conclusion.

This will mean maintaining regular contacts with colleagues, customers, banks, resellers and other3rd parties in a positive manner to ensure tasks are achieved.


Main Responsibilities

  • Support for Vendor and Direct Sales Teams_
  • Providing sales support duties for the client's sales team
  • Answer incoming calls within 3 rings if possible
  • Ensuring that checklists are completed
  • Check notes and comments on screen for each case
  • Liaise with customers/banks in a polite and competent manner
  • Provide customers with instructions for completion and return of documents in a clear, uncomplicated and precise
manner

  • On receipt of customer documentation ensure that the documents have been correctly completed and liaise with
the customer and lender to move the matter forward

  • Book deals in and out using CRM FILEMAKER
  • Ensure that all notes are up to date on the system
  • Adhere to any specified time frames for completion of deals etc
  • Provide statistics using Excel for commission lists etc
  • General office duties e.g. shredding, filing, dealing with enquiries
  • Reporting to the MD where there is uncertainty and guidance is required
  • Compliance_
  • Adhere to the Client's policies, procedures rules and business etiquette
  • Ensure that you comply with business ethics, regulatory compliance issues and current workplace legislation,
procedure and best practices

  • Maintain up to date awareness of and act in accordance with statutory and compliance requirements of Asset
Finance

  • Provide advice, guidance and support for sales team colleagues to ensure that they are in compliance with the
above requirements.

  • People Relationships_
  • Act as role model and mentor for less experienced colleagues
  • Communicate and work effectively with all team members and colleagues
  • Act in line with agreed standards of behaviour specified in the client's personnel management documents
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