Office Coordinator
Posted 23/08/2024 by Dynamite Recruitment
Dynamite Recruitment are proud to be partnering with an independent financial planning practice in Poole for an office Coordinator to join their experienced and welcoming team, within a family built firm that has grown over the years of continued success.
Duties include:
Experience/skill set required
Office based
Monday - Friday
£23,000 - £27,000
For more details please contact Tegan at Dynamite Recruitment
Duties include:
- Liaise directly with client to book in annual review meetings with their Financial Advisor.
- Input, manage and block out Financial Advisors diaries.
- Send confirmation letters to clients
- Create and maintain accurate client files
- General office administration and coordination.
- Meet and greet clients into the office
Experience/skill set required
- Previous Office based experience
- Competent communicator
- Organised
- Excellent Written and verbal communication skills
- Confident user of Microsoft Office
- Professional manner
Office based
Monday - Friday
£23,000 - £27,000
For more details please contact Tegan at Dynamite Recruitment
- Type:
- Permanent
- Contract Length:
- N/A
- Contact Name:
- Login or register to view
- Telephone:
- Login or register to view
- Job Reference:
- 1499073
- Job ID:
- 222215813
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