Experienced Financial Services Administrator handling administration for life, pensions, and investments with a focus on client servicing. Working in a hybrid environment from Birmingham or Market Harborough.
About the role
- Finance and Operations Coordinator facilitating project delivery by managing finance operations and supporting talent acquisition. Focused on organizational integrity and effective project management processes.
Responsibilities
- Maintain CRM (Hubspot) and SharePoint with accurate client/talent data, notes, and contracts.
- Ensure consistent data entry, version control, and proper documentation.
- Monitor compliance and suggest improvements to record-keeping.
- Schedule client-talent interviews, internal and external meetings, managing calendars and follow-ups.
- Use templates and clear tracking processes to keep scheduling and documentation consistent.
- Manage travel plans, bookings, and visas when required.
- Support contracting and onboarding for project delivery.
- Keep templates updated and act as the main contact for logistics tasks.
- Maintain vendor tracker with contracts, payments, subscriptions, and contacts.
- Manage vendor relationships and handle customer support escalations when needed.
- Monitor vendor performance and ensure timely renewals.
- End-to-end oversight of invoicing, bill pay, payroll, reconciliations, collections, and project budgets.
- Manage talent and client contracts end-to-end, ensuring accuracy and timely approvals.
- Ensure seamless execution of all administrative tasks tied to project delivery, including but not limited to contracting.
- Liaise with banks to track payments and resolve issues.
- Track and report travel-related expenses accurately.
Requirements
- 5+ years’ experience in project delivery, finance and operations, or administration, with a proven track record in managing financial process, including invoicing and reconciliations.
- Prior administrative experience including managing agendas, booking travel, and handling visa applications (preferred but not mandatory).
- Strong financial acumen to help set up and maintain efficient processes.
- Proficiency in Excel, familiarity with CRM systems (e.g. HubSpot, Salesforce) and Applicant Tracking Systems is a plus.
- Highly self-driven with the ability to take initiative and work independently with minimal supervision.
- Excellent communication skills and attention to detail.
- Strong problem-solving mindset, with adaptability to manage competing priorities.
- Discretion and integrity in handling sensitive financial and contractual information.
- Excited to collaborate with an international and multicultural team.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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