Financial administrator Work, Jobs in Lichfield (with Salaries)

Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
Equine Insurance & Debt Administrator
IVC —Lichfield
- Up to £23,212.27 a year
- Part-time
- Administrative experience
- Organisational skills
- IT
- Annual leave
- Employee discount
9d
Care Home Administrator
Polesworth Group Homes Ltd —Polesworth
- From £15.75 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
9d
Purchase Ledger & Sales Ledger Administrator
TTS360 —Burton-On-Trent
- From £24,420 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Sales
- Microsoft Office
- Free parking
Quick apply
9d
Utilities Account Specialist
Punch Pubs —Burton-On-Trent
- From £27,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
- Employee assistance programme
Quick apply
Finance Office Administrator
Madewell Products Ltd —Tamworth
- £14 - £16 an hour
- Part-time
- Human resources
- Organisational skills
- IT
- Flexible schedule
Quick apply
3d
Medical Records Administrator
Nuffield Health —Wolverhampton
- £20,030.40 - £25,038.00 a year
- Part-time
- Customer service
- Microsoft Office
- Communication skills
- Gym membership
8d
Office Administrator
Utility Site Solutions Ltd —Solihull
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
4d
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
6d
Finance Manager
Norton Industrial Doors Ltd —Birmingham
- £50,000 - £60,000 a year
- Overtime
- Microsoft Excel
- English
- Accounting
- Free parking
- Sick pay
Quick apply
Accounts Assistant
Fisher German —Ashby-De-La-Zouch
- Full-time
- Hybrid work
- Accounting
- Employee assistance programme
Credit Control Manager
Fisher German —Ashby-De-La-Zouch
- Part-time
- Hybrid work
- Analysis skills
- Leadership
- Negotiation
- Employee assistance programme
Scheme Administrator
The Wrekin Housing Group Limited —Penkridge
- £12.71 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
8d
RBC Enterprise Officer
Birmingham City University —Birmingham
- £35,331 - £39,002 a year
- Full-time
- Hybrid work
- Oracle
- Microsoft Office
- Administrative experience
12d
Bookkeeper - Part Time
Eversley Care Ltd —Stafford
- £16 an hour
- Part-time
- Microsoft Excel
- QuickBooks
- Organisational skills
- Free parking
Quick apply
14d
Case progression and Client service executive
Atwal Wealth Management —Solihull
- £24,420 - £300,000 a year
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
Business Support Administrator - Specialist Support
City of Wolverhampton Council —Wolverhampton
- £13,201.50 - £14,071.00 a year
- Part-time
- Hybrid work
- IT
- Communication skills
4d
Legal Administrator Birmingham
Bevan Brittan —Birmingham
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Employee assistance programme
CCTV Administrator
Balfour Beatty —Derby
- Hybrid work
- Microsoft Excel
- SharePoint
- IT
- Annual leave
Hotel Administrator - Part-time
Hilton —Derby
- £12.71 an hour
- Part-time
- Customer service
- Hotel
- Administrative experience
- Employee stock purchase plan
- Annual leave

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Administrator

Hoxton Wealth
Lichfield

Quick apply

Job details

Full-time

Qualifications

CRM software
Microsoft Office
Administrative experience
Financial services
Communication skills
Tax experience
Time management

Full job description

Position: Financial Services Administrator

Company Overview:

Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, Australia & Asia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services. With over $4 billion in assets under management (AUM), Hoxton Wealth is committed to helping clients achieve their financial objectives through personalized investment solutions, cross-border financial planning, and long-term strategies for wealth growth and preservation.

Job Overview:

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team on a full-time basis. The ideal candidate will have a strong background in financial services and a passion for providing exceptional customer service. This role will involve working closely with our financial advisors and clients to ensure the smooth operation of our financial services.

Key Responsibilities:

Provide administrative support to financial advisors, including scheduling appointments, managing calendars, and preparing client documents
Assist with client onboarding and account opening processes
Communicate with clients to gather necessary information and documents for account maintenance and transactions
Monitor and update client accounts and transactions in our systems
Prepare and distribute reports and statements to clients
Handle client inquiries and resolve any issues in a timely and professional manner
Maintain accurate and organized client records
Assist with marketing efforts, including coordinating events and managing social media accounts
Stay up-to-date on industry regulations and compliance requirements
Collaborate with team members to improve processes and procedures
Other administrative tasks as needed

Qualifications:

Minimum of 2 years of experience in a financial services or administrative role
Strong understanding of financial products and services
Excellent organizational and time-management skills
Proficient in Microsoft Office and CRM systems
Outstanding communication and interpersonal skills
Ability to work independently and as part of a team
High level of attention to detail and accuracy
Knowledge of industry regulations and compliance is a plus

We Offer:

Competitive salary and benefits package
Opportunities for career growth and development
Dynamic and collaborative work environment
Supportive and experienced team
Training and resources to enhance skills and knowledge

If you are passionate about the financial services industry and have a strong background in administration, we encourage you to apply for this exciting opportunity. Join our team at Hoxton Wealth and help us provide exceptional financial services to our clients.

Quick apply

Refine Your Search

financial administrator jobs in lichfield

Administrator

Equine Insurance & Debt Administrator

Care Home Administrator

Purchase Ledger & Sales Ledger Administrator

Utilities Account Specialist

Finance Office Administrator

Medical Records Administrator

Office Administrator

Financial Administrator

Finance Manager

Accounts Assistant

Credit Control Manager

Scheme Administrator

RBC Enterprise Officer

Bookkeeper - Part Time

Case progression and Client service executive

Business Support Administrator - Specialist Support

Legal Administrator Birmingham

CCTV Administrator

Hotel Administrator - Part-time

I want to receive the latest job alerts for financial administrator in lichfield

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