Senior Administrator

Senior Administrator- Preston Support

Preston - North West

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, its about building trusted relationships, understanding their requirements, navigating risks, and delivering insights that support informed decisionmaking.

We are looking for an Executive Assistant to perform a variety of administrative tasks and support the directors in our Debt Advisory team.

Executive Assistants responsibilities include efficient management of deals being placed into the market for funding, administration work (loading applications onto lender portals) & managing calendars etc.

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.

• • 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 update din 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 clients 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 etc.