Administrative Coordinator for Financial Services

3 days ago

Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

**Company Overview**


Click and Connect Online Limited is a reputable private wealth advisory firm serving international investors and expatriates worldwide. With a commitment to excellence and innovation, they deliver exceptional financial planning and investment solutions. To support their operations, they seek an organized and detail-oriented Administrative Coordinator for Financial Services to provide administrative support to financial advisors and ensure the smooth delivery of client services.


**Key Responsibilities:**


Administrative Support



  • Provide essential administrative assistance to financial advisors, including scheduling meetings, preparing documents, and managing correspondence.
  • Manage client documentation, ensuring accuracy and up-to-date records.
  • Serve as a point of contact for clients, responding to inquiries in a timely and professional manner.
  • Maintain and update client databases and records, ensuring data integrity and confidentiality.

**Requirements:**


To be successful in this role, you will require 2+ years of experience in an administrative position, preferably within the financial services industry. A relevant degree or certification in administration, finance, or a related field is advantageous. Strong organisational and multitasking skills, attention to detail, and excellent communication skills are essential.

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