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Personal Assistant, Sales

Please Note: The application deadline for this job has now passed.

Job Introduction

The UK based Sales team currently totals 11 personnel. The Assistant will work alongside the existing Group Sales Support Admin.

The Sales Support & Bid Management team (part of the Sales team) play an integral role in the process supporting the engagement to win new business. This can include working with other businesses within SS&C. The team also supports this process for existing clients, alongside the Client Relationship team to retain existing business.

The Sales team is based between SS&C House, Basildon and Queen Street offices, London near Bank/St Paul’s.

Role Responsibility


Proactive diary management – internal and external meetings to incorporate:-

Meeting room bookings

In-house or external catering

Visitornet security registration

Zoom/TEAMS conferences

Car parking spaces at various office locations


Facilitation of prospective clients to Essex/London premises. Secure meeting rooms, catering and support of the Business Development team/Sales Director hosting the client.


Facilitating team socials and off-sites including sourcing of suitable venues. Liaising with the UK marketing team for sales related client events.


Cover only in absence of Group Sales Admin. Monthly Sales Steering Committee hosted by Senior Director, Asset & Wealth Management. Prepare agenda, take minutes and update action log. Updating Terms of Reference as appropriate.


Facilitating flights, hotels, taxi and train travel via online travel tool application.

Researching / sourcing visa requirements/applications as necessary.


Facilitating Company credit card and personal expenses via PeopleSoft online application.


Facilitating network access, IT hardware, business corporate card, conference account and onboarding of new starters on Day 1.


Ordering flowers, updating online organisation charts

The Ideal Candidate


  • PA experience at Director level
  • Self motivated with exceptional communication and organisational skills
  • Experienced in MS Office applications
  • Experience in a corporate environment


  • Experience in a financial services industry/sales environment

About the Company

SS&C provides software and software-enabled services for the global financial services industry.

SS&C has $19bn market capitalisation and more than 24,000 employees worldwide.  Our head office is located in Windsor, Connecticut with offices throughout North America, Europe, Asia Pacific and Australia.

SS&C is the largest global investor service provider, servicing more than 55 million investors. Continually investing in global technology and services across the spectrum of distribution channels including: Asset Managers, Financial Advisors, Wealth Managers and large financial institutions such as Banks and Insurers. Investor servicing is offered in many different countries, including the U.S., Canada, U.K., Ireland, Luxembourg, Australia, Hong Kong and Singapore. SS&C also services mutual fund structures in many other fund domiciles. 

Global Investor and Distribution Solutions (GIDS) is the business unit offering this role. GIDS delivers global omni-channel investor servicing, including contact centre, using digital services.


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