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Senior Administrator

2 months ago

Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full time
{"title": "Senior Administrator", "description": "Job Summary

We are seeking a highly skilled and experienced Senior Administrator to join our team at North Oak Recruitment Ltd. As a Senior Administrator, you will play a key role in supporting the CEO in improving case turnaround times and workflow efficiency to provide an enhanced client experience.

Main Responsibilities
  • Prepare meeting packs for CEO review meetings, including pre-population of relevant forms and sticky notes for client completion.
  • Prepare Post Meeting Letters summarizing the points arising in CEO review meetings.
  • Complete fund switches and create relevant paperwork.
  • Complete FE Analytics performance charts for use in presentation meeting packs and on an ad-hoc basis to support the CEO.
  • Complete protection comparison reports, quotations, and process applications as required by the CEO.
  • Collate LOA information, either via file note or in writing, ensuring all relevant information is received.
  • Book Drawdown Reviews, ensuring State Pension Forecast is received prior to the meeting.
  • Complete trust forms in line with guidance and support resources.
  • Take lead on new admin-related projections that become relevant.
  • Input data on relevant cashflow modelling systems to assist the CEO with case construction.
  • Undertake tasks relating to the PA role when required to provide holiday/sickness cover, etc.
  • Conduct onboarding calls to new clients to discuss the services on offer.
Requirements
  • Ability to work under pressure to meet company SLAs.
  • Strong interpersonal and team skills.
  • Proven track record in a financial services administrator role.
  • A keen eye for detail to ensure case/business errors are mitigated.
  • Ability to self-develop and show initiative by researching solutions independently.
  • Ability to adapt swiftly as business needs change.
  • Skilled in usage of IT systems such as Word, Excel, and PowerPoint.
  • Professional telephone manner and strong communication skills (both written and verbal).
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth.

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