Sales Support Coordinator
1 month ago
About the Role:
We are seeking a highly organized and detail-oriented Sales Support Coordinator to join our team. As a Sales Support Coordinator, you will play a key role in providing administrative support to our Sales team, ensuring the smooth operation of our business.
Key Responsibilities:
* Provide administrative support to the Sales team, including setting up new financial adviser firms and financial advisers on our back office system
* Create new passwords and send out password letters to advisers and their clients
* Deal with literature requests from advisers and their staff
* Assist in hosting occasional adviser/sales meetings at our head office
* Keep financial adviser information up to date, including change of address, bank details, and company names
* Support advisers and clients with changes to their accounts, such as client ownership, adviser firm mergers, and legal entity changes
Requirements:
We are looking for a confident, organized individual with excellent communication skills. You will have recently completed your A levels or degree and be looking for your first or second step into a professional working environment. Previous work experience within the financial services industry is advantageous but not essential.
About Us:
Transact is the leading independent investment wrap platform in the UK, with over £62.0 billion of funds under direction. We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, and an attractive staff share scheme.
Equal Opportunities:
We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex, or sexual orientation.
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