Client Experience Finance Administrator

North Oak Recruitment Limited; Lockington; On-site; GBP 22,000 - 26,000; Full time

Job summary

North Oak Recruitment Limited seeks a Client Experience Administrator to support Partners and high-net-worth clients from the Leicestershire/Derbys border. You will handle admin tasks, prepare client packs and ensure data accuracy in our back-office system.

Reporting to a Senior Client Experience Executive, you will aid in maintaining regulatory standards and provide day-to-day admin support, including reception and post management, while building strong client relationships.

Qualifications

• Experience in administrative or customer service roles.
• Strong relationship-building skills and professionalism.
• Proficient in Word, Excel and Outlook; adaptable to change.

Responsibilities

• Provide admin support to Partners and Client Experience Executives.
• Prepare personalized client packs and maintain data quality.
• Input client details into Intelligent Office and assist with post-review work.
• Support with reception, post handling and general daily admin tasks.

Skills

Administrative experience

Customer service

MS Office (Word, Excel, Outlook)

Fast-paced environment

Ability to embrace change

Initiative and teamwork

Financial industry exam (internal)

Education

Financial industry exam (internal)

Tools

Intelligent Office

Microsoft Office Suite

Job description

North Oak Recruitment Limited seeks a Client Experience Administrator to support Partners and high-net-worth clients from the Leicestershire/Derbys border. You will handle admin tasks, prepare client packs and ensure data accuracy in our back-office system.

Reporting to a Senior Client Experience Executive, you will aid in maintaining regulatory standards and provide day-to-day admin support, including reception and post management, while building strong client relationships.