Financial Portfolio Coordinator

3 weeks ago


Hexham, Northumberland, United Kingdom COREcruitment Full time
Job Description

Core Responsibilities:

  • Manage client funds, reconcile transactions, and maintain purchase ledgers.
  • Process agent fees, handle credit control, and prepare rental statements.
  • Collaborate with property managers and accounts teams on bank reconciliations.
  • Administer deposits, liaise with clients, colleagues, and contractors.

Key Performance Indicators (KPIs):

  • Effectively manage a busy workload under pressure.
  • Deliver excellent customer service and demonstrate a can-do attitude.
  • Maintain strong organisational skills and attention to detail.

Benefits Package:

  • 28 days annual leave plus bank holidays.
  • Pension plan membership and life assurance policy.
  • Long service awards and enhanced maternity/paternity pay.
  • Professional subscriptions paid and Employee Assistance Programme access.
  • Team, individual, and company-wide bonus structures.


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