Financial Operations Coordinator
3 weeks ago
Location: Office Based
Company: Brooke Harrison Recruitment
About Us:
We are a forward-thinking and professional financial services organization committed to delivering exceptional financial planning and advisory solutions to our clients. Our focus is on compliance, excellence, and ensuring client satisfaction.
Role Overview:
We are looking for a dedicated and detail-oriented individual to join our team as a Financial Operations Coordinator. This position plays a vital role in maintaining the efficient and compliant operation of our firm, providing essential support to the Financial Manager and the Client Account Management team.
Key Responsibilities:
1. Manage incoming telephone and email inquiries.
2. Collaborate with product providers, mortgage lenders, solicitors, and estate agents as required.
3. Assist financial advisers in preparing client financial reports and correspondence.
4. Maintain an organized computerized customer database.
5. Implement compliance protocols for mortgage and general insurance services.
6. Support the Financial Manager in generating reports utilizing Excel and pivot tables.
7. Conduct data entry in accounting software and related programs.
8. Demonstrate proficiency in report writing.
9. Exhibit strong computer skills and typing proficiency.
10. A basic understanding of the financial services industry is advantageous.
11. Familiarity with software tools such as Microsoft Office, The Key, GoldMine, and Sage is beneficial but not mandatory.
Professional Development:
We offer opportunities for training and career advancement.
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