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Financial Operations Coordinator

2 months ago

Welwyn Garden City, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Financial Administrator Role

**About the Role**

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to provide administrative support to their team of Financial Advisers based in Welwyn Garden City. The successful candidate will be responsible for updating cases and Adviser/PA on Salesforce, providing quarterly reporting to Advisers on turnover status, and contributing to a high-performance culture.

**Key Responsibilities**

* Update cases and Adviser/PA on Salesforce
* Provide quarterly reporting to Advisers on turnover status
* Assist in maintaining a high-performance culture

**Requirements**

* Experience of working within financial services preferable
* Understanding of financial products will be an advantage
* IT technically proficient including Office 365

**Work Environment**

The role will be office-based with the option to work from home once training is complete. Our client is based in Welwyn Garden City and is looking for a driven individual with a focus on client service.