Administration & Data Assistant

At Insignis, we're on a mission to revolutionise how cash savings are managed. Since 2017, we've helped thousands of clients unlock better returns, reduce risk, and take control of their cash, all through a platform built for simplicity, transparency, and impact.We're a fast-scaling business with offices in London and Cambridge, on a mission to transform the savings market. With over £32 billion in assets placed and partnerships with more than 50 banking institutions, we combine deep financial expertise with bold product thinking to bring innovation to a space long overdue for change.We are seeking a highly organised and detail-oriented individual to assist in building distribution lists for sales outreach, maintaining existing data held in the CRM, and providing administrative support for the Sales Team. This role will focus on gathering accurate contact information for various financial advisory, accountancy, and charitable organisations. The ideal candidate will possess excellent research and communication skills and be capable of handling data management responsibilities, as well as providing organisational support for sales events and conferences.RequirementsCRM CleanupIdentify a standardised job role for all existing financial advisory and accountancy contactsMap out operational teams and functions at existing introducer firmsBuild & Maintain Distribution ListsResearch and gather accurate contact details of charitable organisations (name, phone number, email, address, etc.)Research and gather accurate contact details for existing introducer firms, including operational teamsOrganise and maintain up-to-date distribution lists in our CRM or database systemsEnsure that the lists are segmented based on appropriate categories (e.g., role, org type, location)Data Quality & IntegrityEnsure that all data is entered and updated in a timely and accurate mannerPerform regular audits and cleanups of the data to eliminate duplicates or outdated informationCollaborationWork closely with team members to ensure that distribution lists meet project requirementProvide feedback on data collection methods and suggest improvementsAdministrative Support for Sales Events & ConferencesOrganise, plan, and book travel, accommodation, and registration for salespeople attending events and conferencesCoordinate logistics such as transportation, catering, and equipment needs for eventsMaintain a calendar of upcoming industry events, conferences, and meetings relevant to the sales teamPrepare and distribute event materials, itineraries, and schedules to sales staffLiaise with event organisers, venues, and suppliers to ensure smooth participationTrack and manage expenses related to event attendance and provide reports as requiredSupport salespeople with administrative tasks as needed to facilitate their outreach and event participationRequired Skills & QualificationsPrevious experience in an administrative roleStrong attention to detail and accuracy in both data entry and verification tasksStrong organisational and communication skills with the ability to coordinate multiple logistics (travel, accommodation, registration, etc.)Ability to work independently and manage time efficientlyFamiliarity with Excel, Google Sheets, or similar toolsGood research skills and ability to locate hard-to-find contact informationEffective problem-solving skills with the ability to handle last-minute changes or issues with bookings or logisticsBenefits25 days holiday (exc. Bank holidays)5% Pension contributionsPrivate medical insurance with VitalityHealth cash Plan offering contributions to dental, optical and much moreEnhanced Parental LeaveCycle to Work SchemeMonthly team lunches, quarterly company socials