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Financial Operations Coordinator

3 months ago

Rochester, Medway, United Kingdom Financial Divisions Full time
Position Overview

Financial Operations Coordinator - Competitive Salary - Opportunities for Advancement - Professional Development Support

Office-Based Role with On-Site Parking Available.

Our organization, Financial Divisions, is dedicated to delivering exceptional administrative assistance tailored for financial professionals. With over a decade of expertise and a solid reputation, our team excels in managing all administrative functions, enabling financial advisors to focus on expanding their client base.

We are in search of a skilled Financial Operations Coordinator who is analytical, detail-oriented, and possesses a proactive mindset. The ideal candidate will be adept at taking initiative and maintaining a professional demeanor.

In this role, you will provide both technical and administrative support while ensuring a superior level of service for our clients.

Core Responsibilities Include:


• Acting as a liaison for clients and external parties, addressing general inquiries effectively.


• Managing business submissions through specialized software and ensuring efficient processing.


• Completing tasks in a timely manner, aligned with the operational needs of our organization.


• Drafting Letters of Authority (LOAs) and Letters of Verification (LOVs), communicating with providers, and serving as the primary contact for all external stakeholders.


• Overseeing scheduling and internal IT systems management.


• Delivering comprehensive administrative support to facilitate the seamless operation of the administrative team.

Essential Qualifications and Attributes:


• Background in Financial Services with a commitment to enhancing and broadening expertise.


• Strong IT skills and excellent communication abilities, combined with exceptional organizational and decision-making skills.


• Familiarity with CRM systems, particularly Salesforce.


• Self-driven and capable of working autonomously with minimal oversight.


• Confident in engaging with external parties while maintaining complete confidentiality.

If you are interested in exploring this Financial Operations Coordinator position within a collaborative team environment, we encourage you to reach out for further discussion.