Finance and Administration Coordinator
3 weeks ago
We are looking for a meticulous and efficient Finance and Administration Coordinator to become a vital part of our professional and welcoming team at KPI Recruiting. This position plays a key role in assisting both the finance department and the overall organization with essential administrative functions.
Key Responsibilities:
- Handle telephone and email inquiries with professionalism.
- Sort and distribute incoming mail while organizing and dispatching outgoing correspondence.
- Collaborate with product providers, mortgage lenders, solicitors, and estate agents as needed to facilitate applications and support Client Account Managers.
- Assist advisors in preparing client financial reports and correspondence.
- Maintain an organized computerized customer database, ensuring data is managed, organized, and updated using relevant database applications.
- Implement compliance procedures for mortgage and general insurance.
- Foster productive working relationships with colleagues and clients within the financial services sector.
- Support the Accounts Manager in generating reports utilizing Excel and pivot tables.
Qualifications:
- Strong report writing capabilities.
- Proficient computer skills and typing abilities.
- Basic understanding of accounting principles or prior experience in a similar role.
- Familiarity with software packages such as Microsoft Office and data entry in Sage or other accounting-focused programs.
If you are interested in joining a professional and supportive environment that offers a diverse role with opportunities to learn and contribute your expertise, we encourage you to consider this position.
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