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Financial Services Coordinator

2 months ago

Central London, United Kingdom Aldrich & Company Limited Full time
Job Summary

We are seeking an experienced Administrative Support Specialist to join our team at Aldrich & Company Limited. As a key member of our Financial Advisory department, you will be responsible for providing exceptional administrative support to our clients and advisors.

Key Responsibilities
  • Manage end-to-end administration processes for investments, mortgages, and pensions
  • Process and reconcile client documentation, instructions, and data
  • Update client portal CRM and reconcile data
  • Prepare annual reports for clients and onboarding new clients
  • Provide exceptional client-facing support, including correspondence and meeting preparation
Requirements
  • Several years of administrative experience in financial services
  • Strong MS Office and CRM skills
  • Excellent communication and client-facing skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
What We Offer

We offer a competitive salary, benefits package, and opportunities for professional growth and development. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply.