Financial Operations Coordinator
3 days ago
Artemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to provide administrative support to their team of Financial Advisers based in Welwyn Garden City. This role involves updating cases on Salesforce, providing quarterly reporting to Advisers, and contributing towards a high-performance culture.
About the Role
This is an excellent opportunity for a driven individual with a focus on client service to join a dynamic team. The successful candidate will have experience working within financial services, a strong understanding of financial products, and be IT technically proficient including Office 365.
Key Responsibilities
- Updating cases and Adviser/PA on Salesforce
- Providing quarterly reporting to Advisers on turnover status
- Supporting the team of Financial Advisers
Person Specification
- Experience of working within financial services preferable
- Understanding of financial products will be an advantage
- A driven individual with a focus on client service and contributing towards a high-performance culture
- IT technically proficient including Office 365
Working Arrangements
The training period will be office-based, and once training is complete, there may be the option to work from home. Our client is based in Welwyn Garden City. The estimated salary for this role is £26-33k per annum.
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