Financial Services Coordinator

6 days ago


Dudley, Dudley, United Kingdom Click and Connect Online Limited Full time

Job Overview:

The Financial Services Administrator role is a vital part of the team at Click and Connect Online Limited, a renowned private wealth advisory firm. This position supports the operation of the firm's services by providing comprehensive administrative assistance to financial advisors.

About the Role:

This individual will be responsible for scheduling meetings, preparing documents, and managing correspondence. The ideal candidate will have 2+ years of experience in an administrative role, preferably within the financial services or wealth management industry.

Key Responsibilities:

  • Schedule meetings and appointments with clients and financial advisors
  • Prepare and maintain accurate and confidential client records
  • Assist with data management and compliance procedures
  • Contribute to a positive and collaborative team environment

Requirements:

  • Degree in Business Administration or related field (required)
  • 2+ years of experience in an administrative role (preferred)
  • Excellent communication and organizational skills
  • Able to work collaboratively as part of a team

What We Offer:

Competitive salary range: $55,000 - $65,000 per year

Ongoing training and professional development opportunities

A dynamic and supportive work environment



  • Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Financial Services Operations CoordinatorEstimated Salary: $65,000 - $85,000 per annum.We are seeking a Financial Services Operations Coordinator to join our team at Click and Connect Online Limited. As a key member of our operations team, you will play a vital role in ensuring the smooth operation of our client service operations.About the RoleThe Financial...


  • Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Financial Services Operations CoordinatorIndependent Resourcing Consultancy Ltd seeks a diligent and organized professional to provide comprehensive administrative support to financial advisors, including scheduling meetings, preparing documents, and managing correspondence. The role involves maintaining and updating client databases and records, ensuring...


  • Dudley, Dudley, United Kingdom Click and Connect Online Limited Full time

    **Job Overview**As a Financial Operations Coordinator at Independent Resourcing Consultancy Ltd, you will be responsible for providing administrative support to our financial advisors. Your duties will include scheduling meetings, preparing documents, and managing correspondence. You will also be involved in maintaining and updating client databases and...


  • Dudley, Dudley, United Kingdom Rentokil Initial Full time

    Job OverviewRentokil Initial is seeking an experienced Accounts Payable Clerk to join their team in Dudley. This role involves providing financial, administrative, and clerical services.Key Responsibilities:Administering supplier queries to ensure timely resolutionProviding support to accounts assistants with high-quality service deliveryProcessing of...


  • Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Wealth Management Client Services AdvisorAt Independent Resourcing Consultancy Ltd, we are seeking a meticulous and organised Wealth Management Client Services Advisor to join our team and enhance our client service operations. This role is essential in ensuring the smooth operation of our services by maintaining the efficiency and accuracy of client...


  • Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Job OverviewIndependent Resourcing Consultancy Ltd is seeking a highly organized and detail-oriented Wealth Management Client Services Advisor to join their team in Dudley.About the RoleThis role is essential in ensuring the smooth operation of client service operations by maintaining the accuracy and efficiency of client documentation, managing...


  • Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

    About the RoleThe Financial Services Administrator will play a vital role in supporting the operations of the firm's financial advisors, ensuring seamless delivery of services to clients.Main Responsibilities:Scheduling meetings and appointments for financial advisors.Preparing and editing documents, reports, and presentations.Managing correspondence,...


  • Dudley, Dudley, United Kingdom Ardonagh Advisory Full time

    We are looking for a skilled Financial Services Representative to join our team at Ardonagh Advisory.Job Description:This is a dynamic role that involves working with clients to understand their financial needs and providing tailored solutions.Key Responsibilities:Work closely with clients to understand their financial needs and provide tailored...


  • Dudley, Dudley, United Kingdom Bennett and Game Recruitment LTD Full time

    Job Description: Financial Services ManagerWe are seeking a skilled Financial Services Manager to join our team in Chichester. The successful candidate will be responsible for managing a portfolio of clients, ensuring excellent quality of service is provided on audits. This includes preparing and performing audits, managing a team of audit staff, and...


  • Dudley, Dudley, United Kingdom ASC Connections Ltd Full time

    About the RoleThe Laser Services Coordinator will be responsible for estimating sales revenue, working closely with internal stakeholders to ensure seamless delivery of services.We are seeking a highly motivated individual with excellent communication skills to join our team as a Laser Services Coordinator. Key responsibilities include:Preparing sales...


  • Dudley, Dudley, United Kingdom Nichols College Full time

    Nichols College is a market leader in commercial finance, providing working capital financing solutions to businesses across the nation. As a Financial Services Manager, you will play a key role in driving business growth and success.Your responsibilities will include:Approving and monitoring real-time collateral positions to ensure efficient cash...


  • Dudley, Dudley, United Kingdom BK Plus Limited Full time

    Job Title: Corporate Financial Services ExpertLocation: DudleySalary Range: £55,000 - £65,000 per annumBK Plus Limited is seeking an experienced Corporate Financial Services Expert to join our team. In this role, you will be responsible for providing expert financial advice to clients, managing budgets, and producing high-quality financial reports. Key...


  • Dudley, Dudley, United Kingdom Ramsay Health Care Limited Full time

    Job OpportunityWe are seeking a highly skilled Administrative Coordinator for Medical Services to join our team at Dudley Private Hospital. As a key member of our hospital's administrative team, you will be responsible for coordinating medical services, ensuring compliance with regulatory requirements, and supporting our Executive team.About UsRamsay Health...


  • Dudley, Dudley, United Kingdom Bennett and Game Recruitment LTD Full time

    Job Title: Financial Services ManagerAudit Manager Position in Dudley: We are seeking an experienced Audit Manager to join our team in Dudley, focusing on delivering high-quality audits and driving team success. This position involves managing a portfolio of clients, ensuring exceptional audit services are provided.Key Responsibilities:Plan and execute...


  • Dudley, Dudley, United Kingdom CV Library Full time

    Job Description: We are seeking a highly skilled and experienced Financial Services Director to join our team in Dudley. As a Financial Services Director, you will be responsible for leading our audit team and ensuring that high-quality services are delivered to our clients.Key Responsibilities:Leading the audit team and ensuring that high-quality services...


  • Dudley, Dudley, United Kingdom Rentokil Initial Full time

    ResponsibilitiesThe ideal candidate will be responsible for:Escalation of invoice authorisationResolving significant issues (e.g. final demand letters) promptlyAssisting with monthly accruals for management accountsIn addition to providing financial, administrative and clerical services, the successful candidate will also have excellent organisational skills...


  • Dudley, Dudley, United Kingdom NHS Full time

    About the RoleWe are seeking a skilled Facilities Service Coordinator to join our team at Black Country Healthcare NHS Foundation Trust. This is an exciting opportunity to work in a dynamic environment and contribute to the delivery of high-quality housekeeping services.As a key member of our facilities management team, you will be responsible for ensuring...


  • Dudley, Dudley, United Kingdom NHS Full time

    The NHS is seeking an experienced Medical Services Coordinator to join their team. This role involves providing administrative support to the Patient Services Team, ensuring smooth operation of the practice.About the RoleThis Administrative Support Assistant position requires exceptional customer service skills and IT proficiency. The successful candidate...


  • Dudley, Dudley, United Kingdom Nichols College Full time

    About UsNichols College, a leading institution in the field of accounting and finance, is seeking an experienced professional to join our team as a Financial Services Specialist. Located in New York, this role will play a crucial part in maintaining our clients' financial well-being.Job Description:We are looking for a highly skilled individual to manage our...


  • Dudley, Dudley, United Kingdom Wales Medicines Strategy Group Full time

    Revenue Cycle Coordinator Job DescriptionWe are seeking a highly organized and detail-oriented Revenue Cycle Coordinator to join our team at The Dudley Group NHS Foundation Trust. In this role, you will be responsible for managing the revenue cycle process, ensuring timely payment of invoices, and maintaining accurate financial records.You will have...