Financial Operations Coordinator
2 months ago
About the Role:
We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a Financial Administrator, you will play a crucial role in supporting our financial advisory firm by preparing and packaging financial planning reports for our Advisers and their clients.
Key Responsibilities:
- Financial Planning Report Preparation: Prepare and package financial planning reports for the Financial Planners and their clients, ensuring accuracy and attention to detail.
- Policy Information Management: Obtain policy information, documents, factsheets, illustrations, and product comparison quotes through appropriate sources, maintaining accurate records.
- Client Information Management: Maintain accurate client information and record client interaction on the back office system, ensuring seamless communication.
- Annual Review Support: Assist with the annual review process of existing clients, providing exceptional customer service.
- Ad-Hoc Support: Provide additional support on company projects as and when required, demonstrating flexibility and a proactive approach.
Candidate Requirements:
- Technical Skills: Experience of working with Microsoft Office products, including Word, Excel, Outlook, and PowerPoint, or similar tools.
- Organizational Skills: Excellent organizational skills, with a flexible and proactive approach to getting the job done.
- Financial Services Experience: Previous experience of working within financial services, with knowledge of the industry.
- Environment: Experience of working in a small to medium-sized financial services environment.
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