Business Operations Coordinator
13 hours ago
We are seeking a highly motivated and detail-oriented Business Operations Coordinator to support our team in delivering exceptional financial advice to clients.
About the Role:
- Provide administrative support to financial advisors, ensuring seamless operations as a Business Operations Coordinator.
- Maintain accurate and up-to-date client files, documents, and reports.
- Assist in the onboarding process for new clients, providing a smooth transition into our services.
- Coordinate client meetings and follow-ups, ensuring timely responses and excellent service.
- Manage client communications, responding promptly and professionally as a Business Operations Coordinator.
- Maintain compliance with industry regulations and company policies.
Key Responsibilities:
- Strong organizational skills with a keen eye for detail and experience supporting business operations.
- Excellent communication skills, both written and verbal.
- Proficient in Microsoft Office and financial software.
- Ability to multitask and prioritize effectively in a fast-paced environment.
- Previous experience in financial services or business operations is advantageous.
Location: Leicester
Salary Range: £24,000 - £25,000 per annum
Pertemps Bond is committed to providing an inclusive and supportive work environment. If you are passionate about delivering exceptional client service and have a keen eye for detail, we encourage you to apply for this exciting opportunity.
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