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Financial Services Administrator
1 month ago
North Oak Recruitment is seeking a highly skilled Senior Administrator to join our client's award-winning Wealth Management organisation in Nottingham. This exciting new role will assist the CEO in improving case turnaround times and workflow efficiency to provide an enhanced client experience.
Key Responsibilities:- Collate and analyse data for use in presentation meeting packs and ad-hoc reports.
- Coordinate the booking of Drawdown Reviews and ensure State Pension Forecasts are received prior to meetings.
- Input data into cashflow modelling systems to support the CEO with case construction.
- Provide administrative support and undertake tasks relating to the PA role when required.
- Proven track record in a financial services administrator role.
- Strong IT skills, including proficiency in Word, Excel, and Powerpoint.
- Professional telephone manner and excellent communication skills.
This is an excellent opportunity for a motivated and organized individual to join a dynamic team and contribute to the success of our client's Wealth Management organisation.
