Financial Services Coordinator
3 days ago
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:
- Maintain accurate client records, oversee assistant-level tasks, and ensure efficient administrative processes.
- Process income payments, contributions, withdrawals, and asset transfers with precise record-keeping.
- Stay updated with industry policies and best practices.
- 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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