Senior Administrator

2 weeks ago

Wilford, Nottingham, United Kingdom North Oak Recruitment Full time
Job Summary

We are seeking a highly organized and detail-oriented Senior Administrator to join our team at North Oak Recruitment. The successful candidate will provide administrative support to the CEO, ensuring the smooth operation of case management processes and workflow efficiency.

Main Responsibilities

* Preparation of meeting packs for CEO review meetings, including pre-population of relevant forms and sticky notes for client completion.
* Preparation of post-meeting letters summarizing the points arising in CEO review meetings.
* Completion of fund switches and creation of relevant paperwork.
* Completion of FE Analytics performance charts for use in presentation meeting packs and ad-hoc basis to support the CEO.
* Collation of LOA information, either via file note or in writing, ensuring all relevant information received.
* Booking of Drawdown Reviews ensuring State Pension Forecast received prior to meeting.
* Completion of trust forms in line with guidance and support resources.

About Us

Our client is an award-winning Wealth Management organization dedicated to providing an enhanced client experience. This role will work closely with the CEO, Advisers, and Paraplanners to ensure clients' needs are met.

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