Sales Support Administrator

2 weeks ago


Godalming, United Kingdom 2i Recruit Ltd Full time

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
- preparing invitations, booking venues, coordinating logistics and collating post event feedback
- 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 office-based role
- Ability to multi-task
- 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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