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Financial Services Coordinator

2 months ago

Darlington, Darlington, United Kingdom Reed Full time
{"Job Title": "Financial Administrator", "Job Description": "Role Overview

We are seeking an experienced Financial Services Administrator / Accounts Assistant to join our client servicing team in Darlington.

Key Responsibilities
  • Provide administrative support to advisers and assist the Accounts Manager with daily accounting tasks.
  • Obtain current fund values for investments and create reports for clients, meeting their expectations and regulatory requirements.
  • Utilise the company's Client Management System for organisation and planning, making the best use of resources.
  • Undertake general administrative duties such as scanning, filing, and preparing letters to maintain compliance and meet deadlines.
  • Update and check the online diary daily to meet client requirements and maintain customer satisfaction.
  • Provide administrative support to advisers, ensuring the highest standard of customer service and meeting regulatory requirements.
  • Assist the Accounts Manager with daily accounting needs.
Requirements
  • Experience in a financial services administration role is preferred, but training will be provided for experienced administrators from an alternative finance background.
  • Excellent IT skills, including proficiency in Outlook, Word, Excel, and Sage Accounting Software.
  • Experience with audio typing.
  • High level of numeracy and accurate typing/data entry skills.
  • Strong telephone and written communication skills, able to create clear and informative emails and letters without templates.
  • Excellent organisational skills, ability to multi-task, and work to deadlines.
  • Team player with the ability to work independently.
About You

We are looking for a keen attention to detail and sensitivity to data, a quick learner with a strong work ethic and enthusiasm for the role, and a proactive, organised, and flexible individual with a willingness to learn and develop within the role.

Benefits
  • Competitive salary.
  • Exceptional pension.
  • Opportunity to be part of a supportive team in a successful firm.
  • Professional development and training in financial services administration.
  • Flexible working hours in a part-time capacity.
"}