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Administrative Coordinator

3 weeks ago

Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company Full time
Job Summary

We are seeking a highly organized and detail-oriented Administrative Coordinator to support our dynamic financial planning team. As an integral part of the team, you will oversee administrative functions, coordinate team activities, and manage office logistics while providing exceptional client service.

Key Responsibilities:

  • Manage and coordinate schedules, meetings, and appointments for advisors and client relationship managers.
  • Prepare and process documentation related to client accounts, including onboarding paperwork, compliance forms, and transaction requests.
  • Act as the primary point of contact for administrative inquiries and support needs.

Client Relationship Support:

  • Assist in preparing materials for client meetings, such as reports, presentations, and follow-up documentation.
  • Handle incoming client inquiries with professionalism, routing them to the appropriate team member as needed.
  • Coordinate and track client communications to maintain high service standards.

Team Coordination:

  • Organize team meetings, events, and training sessions to enhance collaboration and professional development.
  • Maintain and update team records, including performance metrics and compliance documentation.

Financial and Reporting Duties:

  • Manage budgets, and process invoices for approval.
  • Support the preparation of operational and client-related reports as needed.

Requirements:

  • Strong organizational and multitasking skills, with attention to detail.
  • Excellent interpersonal and communication abilities.
  • Proficiency in office software (e.g., Microsoft Office Suite, CRM systems).
  • Knowledge of financial industry regulations and client confidentiality standards is a plus.
  • Problem-solving mindset and ability to work independently under minimal supervision.

What We Offer:

  • A competitive salary range of £32,000 - £40,000 per annum, depending on experience.
  • Opportunities for professional growth and development within a dynamic team.