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:
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