Executive Assistant / Senior Administrator

  • Location
    Market Harborough, Leicestershire
  • Category
    Admin. Secretarial and PA - Executive Assistant
  • Contract Type
    Permanent
  • Salary
    £ 27000 - £ 28000 / Year
  • OrganizationType
    Office

We are looking for an experienced Executive Assistant / Senior Administrator to support one of our Senior Financial Planners working 8:45AM - 5:15PM Monday to Friday. This individual will provide support to the Senior Planner to assist with making client appointments, coordinating work between back office team (and other advisers if they are involved). They will support the Technical Assistant to ensure reports are prepared and issued in a timely manner, and new business is effectively managed to completion including meeting all service levels.



The successful candidate will work out of the Market Harborough Office as a Executive Assistant / Senior Administrator



Key Accountability's



  • To ensure the confidentiality of all work undertaken.

  • Performing general office duties and errands.

  • Management of diaries.

  • Booking and making travel arrangements.

  • Sales administration.

  • Upload documents/emails into the Client Database.

  • Add Activity entries/workflows.

  • Check all Anti Money Laundering information is correct and relevant checks have taken place.

  • Check Fact Find/Client Agreement is signed and dated.

  • Maintain and update client records.

  • Update client database.

  • Prepare for review meetings.



To be successful as the Executive Assistant / Senior Administrator we are looking for the following



  • Minimum of one year in an administration/executive assistant role.

  • Experience in financial services administration desired.



Skills/Personal Attributes



  • Proficient IT skills.

  • Excellent organisational skills.

  • Ability to work in a high-pressure environment.

  • Ability to adapt to changing situations.

  • Excellent client facing and communication skills.

  • Excellent telephone manner.

  • Honesty and integrity.



Once successful as the Executive Assistant / Senior Administrator you will receive the following benefits



  • Flexible home working

  • 28 days holiday + bank holidays (3 days must be retained to cover Christmas shut down)

  • Birthday day off (once passed probation)



  • pirkx online discounts and cashback plus 24-hour access to a GP

  • 4x salary death in service

  • 5% matched pension contributions

  • Access to the Radiant Academy

  • Competitive bonus scheme




Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


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To speak to a recruitment expert please contact Michelle Jackson