Financial Services Operations Specialist

Company Overview:About Click and Connect Online LimitedWe are a distinguished private wealth advisory firm serving international investors and expatriates globally. Known for exceptional financial planning and investment solutions, we strive for excellence and innovation in the wealth management industry.Job Role: Financial Services AdministratorThe...

Administrative Support Specialist - Financial ServicesWe are looking for a highly organized and detail-oriented professional to join our team as an Administrative Support Specialist - Financial Services. As a key member of our operations team, you will provide comprehensive administrative support to our financial advisors, including scheduling meetings,...

About UsNichols College, a leading institution in the field of accounting and finance, is seeking an experienced professional to join our team as a Financial Services Specialist. Located in New York, this role will play a crucial part in maintaining our clients' financial well-being.Job Description:We are looking for a highly skilled individual to manage our...

Role Overview:The Wealth Management Client Services Advisor will be responsible for addressing client queries and inquiries related to their investments. This role is essential in ensuring the smooth operation of our services by maintaining the efficiency and accuracy of client documentation, managing communications, and supporting the advisory team's daily...

Financial Services Operations CoordinatorEstimated Salary: $65,000 - $85,000 per annum.We are seeking a Financial Services Operations Coordinator to join our team at Click and Connect Online Limited. As a key member of our operations team, you will play a vital role in ensuring the smooth operation of our client service operations.About the RoleThe Financial...

Company OverviewMy client, Independent Resourcing Consultancy Ltd, is a respected private wealth advisory firm that serves international investors and expatriates worldwide. Renowned for delivering exceptional financial planning and investment solutions, they strive to maintain excellence and innovation in the wealth management industry.Job SummaryThe...

Financial Services Operations CoordinatorIndependent Resourcing Consultancy Ltd seeks a diligent and organized professional to provide comprehensive administrative support to financial advisors, including scheduling meetings, preparing documents, and managing correspondence. The role involves maintaining and updating client databases and records, ensuring...

Our client, Click and Connect Online Limited, is a prestigious private wealth advisory firm catering to international investors and expatriates globally. Renowned for delivering top-notch financial planning and investment solutions, they are committed to excellence and innovation in the wealth management industry.The ideal candidate will have strong...

**About Us**Independent Resourcing Consultancy Ltd is a prestigious private wealth advisory firm that serves international investors and expatriates across the globe.We are known for providing exceptional financial planning and investment solutions, while maintaining excellence and innovation in the wealth management industry.To support our operations in...

Job Title: Financial Services ManagerAudit Manager Position in Dudley: We are seeking an experienced Audit Manager to join our team in Dudley, focusing on delivering high-quality audits and driving team success. This position involves managing a portfolio of clients, ensuring exceptional audit services are provided.Key Responsibilities:Plan and execute...

**Company Overview**Bennett and Game Recruitment LTD is a multi-disciplined technical recruitment agency based in the UK. We operate across various industries, offering specialist teams to cater to different sectors.Salary: £57,500 - £67,000 per annumWe are currently seeking an experienced Audit Manager to join our team. The successful candidate will work...

About the RoleThe Financial Services Administrator will play a vital role in supporting the operations of the firm's financial advisors, ensuring seamless delivery of services to clients.Main Responsibilities:Scheduling meetings and appointments for financial advisors.Preparing and editing documents, reports, and presentations.Managing correspondence,...

Job Overview:The Financial Services Administrator role is a vital part of the team at Click and Connect Online Limited, a renowned private wealth advisory firm. This position supports the operation of the firm's services by providing comprehensive administrative assistance to financial advisors.About the Role:This individual will be responsible for...

We are Civica UK Ltd, a software company that helps deliver critical services to citizens worldwide. Our clients include governments, educational institutions, and healthcare organizations.Job SummaryThis is a 12-month fixed-term contract opportunity for an Accounts Assistant to join our team. The successful candidate will provide full support for the...

About the Position:The Client Experience Coordinator will play a vital role in ensuring that our clients receive exceptional service and support from our Financial Advisors. This position requires a strong attention to detail, excellent communication skills, and the ability to work effectively in a fast-paced environment.Key Responsibilities:Provide...

**Job Overview**As a Financial Operations Coordinator at Independent Resourcing Consultancy Ltd, you will be responsible for providing administrative support to our financial advisors. Your duties will include scheduling meetings, preparing documents, and managing correspondence. You will also be involved in maintaining and updating client databases and...

Job DescriptionWe are seeking a detail-oriented Financial Services Advisor to join our team at Click and Connect Online Limited. As a key member of our client service operations, you will be responsible for addressing client inquiries and providing exceptional support.Key Responsibilities:Respond to client queries and concerns in a timely and professional...

Rentokil Initial plc, a leading global business services company, is seeking a skilled Financial Reporting Specialist to join its finance team. The ideal candidate will have a strong background in financial analysis and reporting, with experience in providing high-quality financial insights to support business decisions.The successful candidate will be...

Job OverviewWe are seeking an experienced Accounts Payable Clerk to join Rentokil Initial plc in Dudley. The successful candidate will be responsible for providing financial, administrative and clerical services.Key Responsibilities:Processing of Purchase InvoicesResolving internal and external queries via telephone and emailProviding support to accounts...

We are seeking a Financial Planning and Analysis Specialist to provide high-quality financial services in the areas of income tax preparation, accounting, bookkeeping, payroll, and sales tax.Key responsibilities include:Personal and business income tax preparation for all entities and states.Review of tax returns prepared by staff members.Financial planning...