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Onboarding Administrator – Business Sales & M&A Support

K3 Advisory Group · Bolton

🇬🇧 English
CRM

Job description

About the role

We are seeking a motivated Onboarding Administrator to join our Business Sales and M&A team. This office‑based position will play a key part in supporting deal processes, acting as the bridge between Operations, Sales, Compliance and clients. No prior industry experience is required – full training will be provided.

Key responsibilities

  • Serve as liaison between Operations, Sales, Compliance and clients to ensure seamless onboarding.
  • Collect and verify client documentation and maintain accurate records in the CRM and Excel spreadsheets.
  • Communicate clearly with clients throughout their onboarding journey.
  • Support the Ops Support team within the Admin department as needed.
  • Upload client adverts to third‑party marketing portals and keep information up to date.

Required profile

  • Excellent attention to detail.
  • Strong written and verbal communication skills.
  • Team‑player with good time‑management abilities.
  • Ability to work under pressure and meet deadlines while maintaining confidentiality.

Required skills

  • CRM systems
  • Microsoft Excel

What we offer

  • Office‑based role in a supportive, collaborative environment.
  • Full training and mentoring from senior team members.
  • Clear career path with genuine progression opportunities.
  • Exposure to M&A and business sales transactions.
  • Competitive salary and benefits, including pension, healthcare discount and team days.

Questions fréquentes

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Published 2 months ago

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K3 Advisory Group

Bolton