�? Sales Support Assistant Opportunity �?
?? Department: Sales & Marketing
�? Contract Type: Permanent
? Working Pattern: Full Time, Hybrid
?? Who we are:
We are a leading investment management organisation managing over £4.5 billion of assets for our 30,000+ investors. Our mission is to deliver innovative investment solutions for our clients through a defensive and transparent strategy. At our core, we value agility, integrity, collaboration, and going the extra mile. Join our team and be part of our success story!
?? Join our Sales & Marketing Team:
As a Sales Support Assistant, you will be an integral part of our dynamic Sales Support team of 4. Collaborating with Business Development Managers, Marketing, and Strategic Partners, you'll play a pivotal role in supporting financial advisers to deliver exceptional service to their clients.
?? The Role:
You will excel in manipulating and presenting data using Microsoft Excel, PowerPoint, and our CRM system (Salesforce). As our Salesforce data champion, you will ensure accuracy and relevance by completing updates and fulfilling requirements. Producing insightful reports and dashboards, you will help drive informed decision-making. Additionally, you will analyse external data lists, manage inboxes, and assist with competitor analysis questionnaires. Your strong relationship-building skills and proactive approach will enable you to gather information fo...