Financial Administrator
Salary: £25,000 – £28,000
Location: Harborne, Birmingham
Reference: BCR/JH/10838
Bell Cornwall Recruitment currently have a fantastic opportunity for a Financial Administrator to join a financial firm based in Harborne. We are looking for an individual who is passionate about offering professional support!
Responsibilities…
1. Liaising with clients and providers
2. Dealing with any client queries
3. Organising and setting up client meetings
4. Taking ownership of the client on boarding process and gathering accurate information
5. Maintaining client files and updating data into systems
6. Coordinating the Managing Director’s diary
7. Preparing for client review meetings, ensuring all documentation/information is available
8. Meeting and greeting clients and maintaining a professional and friendly approach
Ideal Candidate…
9. Previous experience in a similar role within a Professional Services environment
10. Excellent communications skills
11. Professional, pro-active and organised
12. Proven ability to manage complex diaries
13. Ideally some knowledge or experience within Financial Services / Wealth Management
If you believe this Financial Administrator role could suit you, please apply now!