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Sales Support – Support the sales team throughout the sales process (e.g planning and organisation of meetings and materials, distribution of sales and marketing messages to clients);
Reporting – Completion of monthly and quarterly tasks, to include client specific reports, presentations.
RFPs/DDQs – Day to day duties will include the completion of RFPs and due diligence questionnaires, work closely with internal teams to source data required to complete RFPs, and update and maintain the databases.
Ad-hoc tasks – Work on ad-hoc queries received, both internally and externally, liaising with appropriate teams for resolution. Assist marketing team with the production of presentations and factsheets.
0-2 years' experience in a financial services admin or client support role;
Excellent numeracy and writing skills;
Ability to work under pressure and to strict deadlines;
Highly organised with the ability to multi-task;
Ability to work both as part of a team and independently;
Attention to detail and enthusiasm for working as part of a client-oriented team in a dynamic environment.