My client are a successful Wealth Management firm based in London. They are looking for an individual to come and join the business to support practice and office management in day-to-day tasks.
Core responsibilities:
Phone Duties
Distributing Post
Monitoring Team inbox
Updating Salesforce
Ordering Stationery
Office Maintenance
Additional responsibilities:
Event organisation
Marketing Support
Information Requests
How:
Act promptly, focusing on the results.
Paying attention to details and accuracy.
Communicate in a friendly, professional, and concise manner. With the receiver in mind.
Make the office environment welcoming.
Seeing and owning your contribution and understanding the importance of your duties in achieving the company’s targets.
Updating Salesforce:
Update Salesforce for each client call in the client record & create a task for the recipient.
Update client data following the SJP compliance requirements.
Update Opportunities following information receipt and create a notification task for the recipient.
Marketing Support:
Produce mailmerge for marketing campaigns.
Order necessary marketing materials.
Update Salesforce Campaigns and client journey records if applicable.
Please apply for more information on the firm and opportunity.
