Financial Operations Coordinator

5 days ago


Reading, Reading, United Kingdom IDEX CONSULTING LTD Full time

Job Summary:

We are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at IDEX CONSULTING LTD. As a key member of our administrative staff, you will provide critical support to our financial advisors and play a vital role in ensuring the smooth operation of our business.

Key Responsibilities:

  • Collaborate with Financial Advisors: Work closely with our financial advisors to provide proactive assistance and support in managing client relationships.
  • Calendar Management: Manage and coordinate calendars to schedule client meetings and appointments.
  • Client Communication: Communicate effectively with affluent and high-net-worth clients to ensure a seamless experience and positive outcome.
  • Meeting Preparation: Assemble meeting materials and prepare necessary documents for advisors before client meetings.
  • Financial Administration: Raise invoices and manage financial transactions as required.
  • Database Management: Maintain accurate and up-to-date records in our database.

What We Offer:

As a Financial Operations Coordinator at IDEX CONSULTING LTD, you will have the opportunity to work in a dynamic and supportive team environment. We offer a competitive salary and a range of benefits, including flexible working arrangements and opportunities for professional development.



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