Financial Services Coordinator

3 days ago


Hitchin, Hertfordshire, United Kingdom Tate Full time
Job Opportunity

Tate is seeking a skilled Financial Services Coordinator to manage regular income and contribution payments, handle asset transfers, and ensure effective back-office processes.

About the Role:

  1. Maintain accurate client records, oversee assistant-level tasks, and ensure efficient administrative processes.
  2. Process income payments, contributions, withdrawals, and asset transfers with precise record-keeping.
  3. Stay updated with industry policies and best practices.
  4. Collaborate with the operations team for smooth administrative processes.

Requirements:

  • Organized, outgoing, and flexible individual with experience in administration or finance.
  • Excellent communication skills and ability to multitask efficiently.

Compensation:

  • A competitive salary of £28,000 per annum, depending on experience.
  • 25 days annual leave, plus bank holidays.
  • A comprehensive health care benefits package.
  • A range of social and team events.


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