Financial Services Coordinator

2 days ago

Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time
Financial Services Administrator

Independent Resourcing Consultancy Ltd is seeking a highly organized and detail-oriented Financial Services Administrator to join their team. As a key member of the advisory team, you will provide comprehensive administrative support to financial advisors and ensure the smooth operation of the firm's services.

Key Responsibilities:
  • Administrative Support: Provide essential administrative assistance to financial advisors, including scheduling meetings, preparing documents, and managing correspondence.
  • Client Documentation: Handle the preparation, processing, and maintenance of client documentation, ensuring all records are accurate and up-to-date.
  • Communication Management: Serve as a point of contact for clients, managing inquiries and ensuring prompt and professional responses.
  • Data Management: Maintain and update client databases and records, ensuring data integrity and confidentiality.
  • Compliance and Procedures: Assist in ensuring all client interactions and documentation comply with regulatory requirements and company policies.
  • Coordination: Work closely with financial advisors and other team members to facilitate the delivery of client services and ensure seamless operations.
  • Continuous Improvement: Identify opportunities for improving administrative processes and contribute to the implementation of more efficient procedures.
Requirements:
  • Experience: 2+ years of experience in an administrative role, preferably within the financial services or wealth management industry.
  • Education: A relevant degree or certification in administration, finance, or a related field is preferred.
  • Organisational Skills: Strong organisational and multitasking abilities, with a keen eye for detail and accuracy.
  • Communication Skills: Excellent verbal and written communication skills, with the ability to interact professionally with clients and team members.
  • Technology Proficiency: Proficient in Microsoft Office Suite and experience with financial software or CRM systems is advantageous.
  • Proactive Approach: A proactive and resourceful attitude, with the ability to anticipate needs and take initiative in completing tasks.
  • Team Player: Ability to work collaboratively within a team environment and contribute positively to the company culture.

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