Team Administrator – Investment Banking

Great long term career opportunity

Location: City of London
Salary: £35,000 + Bonus, great benefits and hybrid working

Sales Team Administrator

Leading Investment and Wealth Management company are looking for a great Administrator to join their growing team. Role has come about due to promotion and will offer someone a great long term career in a fabulous, collaborative environment.

Role will suit someone with a couple of years’ administration/team assistant experience with the confidence to handle a wide range of tasks, often under pressure and for a range of stakeholders

Duties will include:

• Work closely with the sales support teams and other key stakeholders to provide administrative support in alignment with core processes and procedures.
• Handle internal and external events, ensure they run smoothly
• Act as the initial escalation point for wealth and asset management enquiries by monitoring shared email inboxes.
• Manage travel and hotel bookings
• Collate and  send sales presentation materials

• Manage CRM requirements including the provision of invite and attendee lists
• Using Salesforce  to manage data updates, reporting and support colleagues with requests and issues.
• Work with key stakeholders to provide administrative support for the planning and execution of sales visits, client presentations and larger sales/marketing campaigns
• Produce CPD certificates for event attendees Assist with ad hoc requests to support the sales strategy including organising staff/team events and minute taking.  
• You will have:
• 2 year’s previous administration experience and demonstrate an interest in working in the financial sector.
• Good GCSE grades  in Maths, English and Science (or equivalent) Use of Microsoft Word, Excel and PowerPoint to an intermediate level.
• Excellent organisation and time management skills.
• Good telephone manner.
• High levels of attention to detail and accuracy.
• Calm under pressure and able to take a flexible approach to tasks and prioritisation of workload.
• Able to communicate effectively at all levels both internally and externally Ideally a knowledge of regulatory environment
• Can work independently but enjoys being in a team environment.