At a Glance
- Tasks: Support the Debt Advisory team with administrative tasks and manage key client relationships.
- Company: Dynamic financial services firm focused on meaningful outcomes.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Fast-paced environment with potential for career advancement.
- Why this job: Join a team where your organisational skills make a real difference in client success.
- Qualifications: Strong organisational skills and ability to work independently; financial services experience is a plus.
The predicted salary is between 30000 - 40000 £ per year.
We are looking for a Senior Administrator to join us who is comfortable in an evolving environment and enjoys solving a variety of challenges that contribute to meaningful outcomes. Your work in Debt Advisory will go beyond the numbers; it’s about building trusted relationships, understanding their requirements, navigating risks, and delivering insights that support informed decision-making.
We are looking for an Executive Assistant to perform a variety of administrative tasks and support the directors in our Debt Advisory team. Executive Assistant’s responsibilities include:
- Efficient management of deals being placed into the market for funding
- Administration work (loading applications onto lender portals)
- Managing calendars
Responsibilities:
- Logging all new introductions onto the CRM database
- Updating the CRM database to ensure the appropriate deal status is applied to each Prospect
- Ensuring Key CRM Tasks dates are observed and that the system is updated in a timely manner
- Producing Management reports at agreed intervals from the CRM database
- Placing deals to Funders via direct Portal Access or other agreed method
- Following up with lenders, clients and intermediaries to ensure documentation required to complete a transaction is supplied in a timely fashion
- Acting as the primary point of reference for all parties in respect of placed deals
- Ensuring compliance forms are completed, ready for sign off, and the relevant documents are in the client’s file
- Monitoring of all central email boxes
- Experian searches
For the right candidate, PA responsibilities for the Partner including managing diary and making travel arrangements.
Qualifications:
To be successful in this role, you should be well-organized, have great time management skills and be able to act without guidance. Some financial services experience would be an advantage but is not essential. Ultimately, you will contribute to the efficiency of our business by providing personalized and timely support to the team.
Senior Administrator- Preston employer: Aimeewillow
Join our dynamic team in Preston as a Senior Administrator, where you will thrive in a supportive work culture that values collaboration and innovation. We offer competitive benefits, opportunities for professional growth, and a chance to make a real impact in the Debt Advisory sector, all while enjoying the vibrant community and resources that Preston has to offer.
