Full-Time Financial Coordinator
Job Description
Woodbrook Group is an international firm of financial advisors. We are proud to be independent and not owned by any financial institution or life insurance company. This is what makes us different from the majority of financial advisory companies. Our philosophy is to build a trustful relationship with our clients and keep them in control. Our approach to comprehensive financial planning and investment advice for high-net-worth individuals helps ensure our clients’ wealth is preserved, protected, grown and maximized tax-efficiently. It is always our goal with each client to build a strong and long lasting relationship. To find out more visit our website at http://woodbrookgroup.com.
Financial Coordinator
Responsibilities
- Contacting clients and setting up meeting, either within an office environment or in client’s business premises;
- Promoting the services Woodbrook Group provides;
- Liaising with your Financial Advisor and financial institutions;
- Providing Administrative support to your Financial Advisor, preparing forms, agreements and applications;
- Answering telephone calls;
- Managing and organizing appointment and meeting;
- Managing you Financial Advisor’s diary;
- Managing databases;
- Attending events / meetings as the Financial Advisor’s representative
WE OFFER:
- Defined career path
- Global opportunities
- As a Financial Coordinator, you fulfill an active role that provides a challenge, with tangible results, and an instrumental function that is never, ever boring
- As part of the worldwide team, you will receive comprehensive onsite training
- An attractive remuneration
- Great office atmosphere with regular social events.
SKILLS REQUIRED:
- Excellent telephone skills, Good verbal and written communication skills in English
- Capacity to adapt to a fast-paced environment
- Manage time effectively, Calm under pressure and capable of thinking on their feet
- Work well as part of a big team and Outgoing personality
- Organizational skills, Accuracy and Efficiency
- Self-motivated.
How to Apply
If you believe that you have the motivation and professionalism it takes yo become a Woodbrook Group Financial Coordinator Then contact us now: hr@woodbrookgroup.com1015 total views, 0 today