Financial Services Coordinator
6 days ago
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
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