Financial Services Coordinator

4 weeks ago


Brighton, Brighton and Hove, United Kingdom Close Brothers Group Full time

Job Summary

We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Close Brothers Group. As a key member of our securities team, you will be responsible for managing a portfolio of prospects and ensuring the accurate drafting of legal documentation and setup of new customer accounts.

Key Responsibilities

  • Deliver customer documentation within 24 hours of request, maintaining zero error rates, particularly in client legal documentation and client account setup.
  • Progress prospect files from signed proposal to first pre-payment, adhering to standard operating procedures.
  • Ensure up-to-date position recording in the department workflow pipeline.
  • Provide checking assistance to other team members in respect of new prospect legal documentation and client account setup.
  • Complete necessary steps to perfect security for new and existing clients, including registration of debentures and systems updates.
  • Draft additional legal documentation and process transfers of existing facilities between lending platforms.
  • Facilitate bank detail change requests and process new loan applications for existing clients.

Requirements

  • Strong attention to detail, ideally through previous experience in administration roles with complex documentation.
  • Team player with ability to work effectively in a group setting and independently.
  • Ability to prioritize work, dealing with multiple requests simultaneously.
  • Proficiency in Microsoft Office programs, particularly Word and Excel.

About Us

Close Brothers Group is a leading UK merchant banking group providing lending, deposit taking, wealth management services, and securities trading. We support employees in balancing work-life priorities and offer a hybrid working environment.



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