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Business Operations Coordinator

4 weeks ago

Banbury, Oxfordshire, United Kingdom Swann Financial Full time
Job Advert

We are seeking a highly organized and detail-oriented Business Support Administrator to join our Practice support team at Swann Financial.

The successful candidate will be responsible for providing vital support to our Directors and Wealth Advisers, ensuring the smooth operation of our business.

The key responsibilities of this role include:

  1. Managing day-to-day business processing and maintaining accurate client information
  2. Dealing with client queries in a professional and friendly manner
  3. Preparing meeting support packs for Director's/Adviser's client meetings
  4. Completing general administrative tasks

The Ideal Candidate

We are looking for someone who:

  1. Has previous experience in an administrative role, preferably in a financial services environment
  2. Is able to balance conflicting demands in a calm and professional manner
  3. Is a team player with a positive attitude and excellent communication skills
  4. Has a broad experience of Microsoft Office and Client Management systems such as Salesforce
  5. Is highly organized and able to work autonomously

What We Offer

As a Business Support Administrator at Swann Financial, you will have the opportunity to work in a dynamic and supportive team environment, with a competitive salary and benefits package.