Business Operations Assistant

4 weeks ago


Nottingham, Nottingham, United Kingdom North Oak Recruitment Full time
Senior Administrator

We are seeking a highly skilled and organized Business Operations Assistant to join our team at North Oak Recruitment. The successful candidate will assist the CEO in improving case turnaround times and workflow efficiency to provide an enhanced client experience.

The ideal candidate will have a proven track record in a financial services administrator role and be skilled in the usage of IT systems such as Word, Excel, and Powerpoint. They will also possess a professional telephone manner and strong communication skills (both written and verbal).

Key responsibilities will include:

Completion of FE Analytics performance charts for use in presentation meeting packs

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

Input of data on relevant cashflow modelling systems to assist CEO with case construction

Undertake all tasks relating to the PA role when required to provide holiday/sickness cover, etc.

We offer a competitive salary of £22,000 - £29,000 depending on experience, plus benefits. If you are a motivated and detail-oriented individual looking for a new challenge, please apply for this exciting opportunity.

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