Administrative Coordinator

4 weeks ago


Nottingham, Nottingham, United Kingdom Tate Full time £28,000 - £30,000

bJob Summary/bbrbrWe are seeking a highly skilled bAdministrative Coordinator/b to join our team at Tate. The successful candidate will be responsible for supporting the Strategic Partnerships team in delivering tax-advantaged investment solutions to the UK wealth management industry.brbrbKey Responsibilities/bbrbr Data analysis and event managementbr Preparing key documentation for clients and supporting strategic growth initiativesbr Maintaining databases and spreadsheets, analysing data, and conducting competitor analysisbr Supporting the organisation and management of events, webinars, and Salesforce campaignsbrbrbRequirements/bbrbr 2+ years in an administration or paraplanner rolebr High proficiency with Microsoft Excel, Word, and PowerPointbr Prior experience with CRM systems (e.g., Efront, Salesforce)br AAT / RO / other professional financial services qualificationsbr A degree in a relevant fieldbrbrbAbout the Role/bbrbrThis is a unique opportunity to advance your career in a vibrant and supportive environment. As an Administrative Coordinator, you will have the chance to work on a wide range of tasks, from data analysis and event management to preparing key documentation for clients and supporting strategic growth initiatives. If you are a motivated and organised individual with excellent communication skills, we would love to hear from you.



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