Financial Services Coordinator

5 days ago


Woking, Surrey, United Kingdom MaxAd Fixed Fee Recruitment Full time
About Us

We specialise in providing strategic financial planning for private clients, trustees and corporate businesses.

As a leading recruitment agency, we pride ourselves on delivering exceptional results and building strong relationships with our clients and candidates.

Job Summary

We are seeking an Operations Administrator to join our team on a fixed fee basis.

The successful candidate will provide administrative support to our Operations Manager and assist with data management and reporting.

Key Responsibilities:

  • Provide administrative support to the Operations Manager.
  • Data management and reporting.
  • Process improvement.
  • Compliance oversight.
  • Project support.
  • Client interaction.

Skill Requirements:

  • IT systems - proficiency in Microsoft Office and familiarity with CRM systems e.g. Salesforce.
  • Administrative experience.
  • Client-facing experience.
  • Efficient task management.
  • Attention to detail.
  • Problem-solving skills.
  • Microsoft Office skills.
  • Discretion and integrity.
  • Time management.
  • Communication skills.

We offer a competitive salary and benefits package.

Please apply now to join our team



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