Financial Services Coordinator
4 weeks ago
Job Type: Permanent
Hours: Full Time, 37.5 hours, Monday to Friday, 9:00am to 5:00pm
Location: Hybrid working
Salary: Circa £25,000 per annum
Benefits: 25 days holiday plus bank holidays, death in service x 4 salary, 4% pension contributions/matched, employee assistance scheme and up to £150 for eye tests/eye wear.
Tirebuck Recruitment Ltd is seeking a highly organized and detail-oriented Financial Services Administrator to join their team. As a key member of the team, you will provide comprehensive administrative support to the wider team, ensuring the smooth operation of the business.
Key Responsibilities:
- Support the team with administrative tasks, including preparing pre-meeting and post-meeting documents, scheduling appointments, and managing diaries.
- Ensure back-office systems are maintained and client files remain compliant.
- Efficiently handle enquiries from clients and other parties through timely and effective communication.
- Assist Financial Advisers in preparing detailed reports.
- Work collaboratively with the team to achieve common goals and deliver exceptional client service.
- Take ownership of various projects.
Requirements:
- Previous experience within a Financial Services company would be desirable.
- Strong IT skills, including Microsoft Office, Excel, and Word.
- Excellent written communication skills.
- Excellent organization skills.
- Strong attention to detail and accuracy.
- Excellent time management, with the ability to work to deadlines.
- The ability to work in a discreet and confidential manner.
If you have the necessary skills and experience required to fulfill this role, please apply or get in touch with Tirebuck Recruitment Ltd for more information.
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