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Financial Services Coordinator
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Sheffield, Sheffield, United Kingdom Coburg Banks Limited Full timeAbout the RoleWe are seeking a highly organized and skilled administrator to join our Financial Planning support team as a Financial Services Coordinator.Key ResponsibilitiesSchedule and coordinate client meetings, recording all activitiesSupport compliant new business submissions by completing and distributing relevant documentation, managing progress, and...
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Sheffield, Sheffield, United Kingdom Coburg Banks Limited Full timeAbout the RoleWe are seeking a highly organized and skilled administrator to join our Financial Planning support team as a Financial Services Coordinator.Key ResponsibilitiesSchedule and coordinate client meetings, recording all activitiesSupport compliant new business submissions by completing and distributing relevant documentation, managing progress, and...
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Financial Transaction Coordinator
2 months ago
We are working closely with a growing company in the finance sector to support with the recruitment of a Financial Transaction Coordinator. Reporting to the finance manager, you will be responsible for updating financial records, reconciling transactions, and ensuring accurate financial reporting.
Key Responsibilities- Update financial records with accurate and timely transactions
- Reconcile bank statements and investigate discrepancies
- Work closely with the finance team to ensure accurate financial reporting
- Liaise with suppliers and resolve queries
- Ensure financial deadlines are met
- Be a competent financial professional with previous experience
- Demonstrate a good attention to detail
- Good communication and interpersonal skills
- Be a proficient user of financial software and have previous experience of financial systems
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