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Team Assistant role in a vibrant, fast-paced sales environment for a leading Birmingham-based financial services company. Proactive, organised and people-loving individual needed to support the sales division in a modern Birmingham HQ with a fun, driven and supportive team culture.
Job Responsibility:
Providing day-to-day administrative and coordination support to the sales team
Creating and preparing client documentation, presentations and reports
Managing inboxes, incoming enquiries and directing queries where needed
Keeping client information up to date in the CRM
Scheduling meetings, calls and providing diary management support
Assisting with onboarding new clients and processing documentation
Tracking KPIs and maintaining performance dashboards
Supporting market research and identifying potential opportunities
Getting involved in internal projects and continuous improvement initiatives
Requirements:
Some experience in admin, customer service, office support or strong transferable skills from university or part-time roles
A confident communicator with a positive, can-do approach
A keen eye for detail and comfortable working with data
Someone who thrives in a busy, ever-moving team environment
Curious, motivated and eager to learn about financial services and commercial operations
What we offer:
Performance Bonus
Exclusive discounts with well-known retailers and service providers
28 days holiday
Clear development pathways, hands-on mentoring and ongoing training
A collaborative team who genuinely want you to grow and succeed