Financial Services Coordinator, St Albans
1 day ago
About the Role
Click and Connect Online Limited is seeking a diligent and organized Financial Services Administrator to support their operations in delivering outstanding client service.
Key Responsibilities
- Provide essential administrative assistance to financial advisors, including scheduling meetings, preparing documents, and managing correspondence.
- Handle the preparation, processing, and maintenance of client documentation, ensuring all records are accurate and up-to-date.
- Serve as a point of contact for clients, managing inquiries and ensuring prompt and professional responses.
- Maintain and update client databases and records, ensuring data integrity and confidentiality.
- Assist in ensuring all client interactions and documentation comply with regulatory requirements and company policies.
- Work closely with financial advisors and other team members to facilitate the delivery of client services and ensure seamless operations.
- Identify opportunities for improving administrative processes and contribute to the implementation of more efficient procedures.
Requirements
We are looking for an experienced administrator with:
- 2+ years of experience in an administrative role, preferably within the financial services or wealth management industry.
- A relevant degree or certification in administration, finance, or a related field.
- Strong organisational and multitasking abilities, with a keen eye for detail and accuracy.
- Excellent verbal and written communication skills, with the ability to interact professionally with clients and team members.
- Proficient in Microsoft Office Suite and experience with financial software or CRM systems is advantageous.
- A proactive and resourceful attitude, with the ability to anticipate needs and take initiative in completing tasks.
- The ability to work collaboratively within a team environment and contribute positively to the company culture.
What We Offer
The successful candidate can expect a competitive salary of £28,000 - £32,000 per annum, depending on experience. If you are a detail-oriented and efficient professional with a passion for supporting financial services, we invite you to apply for this exciting opportunity.
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