Office Coordinator

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 basedMonday - Friday £23,000 - £27,000 For more details please contact Tegan at Dynamite Recruitment