Financial Operations Coordinator

1 month ago


Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Summary: We are seeking a highly organized and detail-oriented Financial Administrator to provide administrative support to both the office manager and financial adviser. The successful candidate will be responsible for updating cases and adviser/PA on Salesforce.

Key Responsibilities:
  • Providing administrative support to the office manager and financial adviser.
  • Updating cases and adviser/PA on Salesforce.
  • Assisting with financial tasks as required.

Requirements:
  • Experience of working within financial services is preferable.
  • Understanding of financial products will be an advantage.
  • A driven individual with a focus on client service and contributing towards a high-performance culture.
  • IT technically proficient including Office 365.

Working Environment: This position will be an office-based role, with the possibility of flexible working in the future (although not guaranteed).

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