Financial Services Coordinator

2 days ago

Darlington, Darlington, United Kingdom Reed Full time
Financial Services Administrator / Accounts Assistant

About the Role:

We are seeking an experienced Financial Services Administrator / Accounts Assistant to join our client servicing team in Darlington. The successful candidate will provide administrative support to our advisers and assist our Accounts Manager with daily accounting tasks.

Key Responsibilities:

  • Obtain current fund values for investments and create reports for clients, ensuring a positive professional experience.
  • Utilise our Client Management System for organisation and planning, making the best use of resources.
  • Undertake general administrative duties such as scanning, filing, and preparing letters to maintain compliance and meet deadlines.
  • Update and check the online diary daily to meet client requirements and maintain customer satisfaction.
  • Provide administrative support to advisers, ensuring the highest standard of customer service and meeting regulatory requirements.
  • Assist the Accounts Manager with daily accounting needs.

Requirements:

  • Experience in a financial services administration role is preferred, but training will be provided for experienced administrators from an alternative finance background.
  • Excellent IT skills, including proficiency in Outlook, Word, Excel, and Sage Accounting Software.
  • Experience with audio typing.
  • High level of numeracy and accurate typing/data entry skills.
  • Strong telephone and written communication skills, able to create clear and informative emails and letters without templates.
  • Excellent organisational skills, ability to multi-task, and work to deadlines.
  • Team player with the ability to work independently.

About You:

  • Keen attention to detail and sensitivity to data.
  • Quick learner with a strong work ethic and enthusiasm for the role.
  • Proactive, organised, and flexible, with a willingness to learn and develop within the role.

Benefits:

  • Competitive salary.
  • Exceptional pension.
  • Opportunity to be part of a supportive team in a successful firm.
  • Professional development and training in financial services administration.
  • Flexible working hours in a part-time capacity.

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