Financial Services Coordinator

2 weeks ago

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

Company Overview:

Click and Connect Online Limited is a distinguished private wealth advisory firm that serves international investors and expatriates across the globe. Known for providing exceptional financial planning and investment solutions, they are dedicated to maintaining excellence and innovation in the wealth management industry.

Role Overview:

The Financial Services Coordinator will be responsible for providing comprehensive administrative support to the financial advisors and ensuring the smooth operation of the firm's services. This role is crucial in maintaining the efficiency and accuracy of client documentation, managing communications, and supporting the day-to-day activities of the advisory team.

Key Responsibilities:

Administrative Support:

  • Provide essential administrative assistance to financial advisors, including scheduling meetings, preparing documents, and managing correspondence.
  • Ensure all client interactions and documentation comply with regulatory requirements and company policies.

Client Documentation:

  • Handle the preparation, processing, and maintenance of client documentation, ensuring all records are accurate and up-to-date.

Communication Management:

  • Serve as a point of contact for clients, managing inquiries, and ensuring prompt and professional responses.

Data Management:

  • Maintain and update client databases and records, ensuring data integrity and confidentiality.

Qualifications:

Experience:

  • 2 years of experience in an administrative role, preferably within the financial services or wealth management industry.

Education:

  • A relevant degree or certification in administration, finance, or a related field is preferred.

Organisational Skills:

  • Strong organisational and multitasking abilities, with a keen eye for detail and accuracy.

Communication Skills:

  • Excellent verbal and written communication skills, with the ability to interact professionally with clients and team members.

Technology Proficiency:

  • Proficient in Microsoft Office Suite and experience with financial software or CRM systems is advantageous.

Proactive Approach:

  • A proactive and resourceful attitude, with the ability to anticipate needs and take initiative in completing tasks.

Team Player:

  • Ability to work collaboratively within a team environment and contribute positively to the company culture.

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