Financial Services Coordinator
4 weeks ago
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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