Financial Operations Coordinator
4 weeks ago
Position: Finance Administrator
Location: West Bridgford
Salary: up to £28,000 DOE
We are looking for a detail-oriented and committed Financial Administrative Specialist to become a key player in our client's thriving organization. In this essential position, you will play a crucial role in assisting financial planners and paraplanners by overseeing a variety of administrative responsibilities that are vital for providing exceptional financial services to clients.
Key Responsibilities:
- Support financial planners in managing client accounts and documentation.
- Assist in the preparation of financial reports and presentations.
- Maintain accurate records and ensure compliance with financial regulations.
- Coordinate communication between clients and financial advisors.
- Manage scheduling and logistics for client meetings.
Qualifications:
- Proven experience in a financial administrative role.
- Strong organizational and multitasking skills.
- Excellent communication abilities.
- Proficiency in financial software and Microsoft Office Suite.
This role is ideal for individuals who are passionate about finance and eager to contribute to a professional environment focused on delivering high-quality financial solutions.
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