Administrative Coordinator

3 weeks ago


St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

About Us:

We are an independent resourcing consultancy dedicated to providing exceptional financial planning and investment solutions to international investors and expatriates. We are seeking a skilled Financial Services Administrator to join our team.

Job Summary:

The Financial Services Administrator will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our services. This role requires strong organisational skills, attention to detail, and excellent communication skills.

Key Responsibilities:

  • Provide administrative assistance to financial advisors, including scheduling meetings, preparing documents, and managing correspondence.
  • Handle client documentation, ensuring all records are accurate and up-to-date.
  • Serve as a point of contact for clients, managing inquiries and ensuring prompt and professional responses.

Requirements:

  • 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.
  • Strong organisational skills and attention to detail.
  • Excellent verbal and written communication skills.

Salary: £28,000 - £32,000 per annum.



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