Executive Coordinator

Eight Financial Advice; Great Harwood; Hybrid; GBP 27,000 - 28,000; Full time

Job summary

A financial advisory firm is seeking an Executive Coordinator based in Great Harwood. This full-time, hybrid position offers a salary between £27,000 and £28,000. The role includes supporting Executive Assistants with admin tasks, building interdepartmental relationships, and managing documentation efficiently. Ideal candidates will have strong technical skills, exceptional time management, and a professional demeanor. The firm offers numerous benefits including a performance bonus, private medical insurance, and generous holiday allowances.

Benefits

28 days holiday + bank holidays + birthday off

Private medical insurance & life assurance (4x salary)

Wellbeing support: EAP, mental health helpline

Performance bonus + Company-wide bonus

Regular socials & epic events

Qualifications

• Ability to adapt to new systems and seek efficiencies using technology.
• Excellent time management, prioritisation skills, and ability to meet deadlines.
• Professional telephone manner and sound English knowledge.

Responsibilities

• Support Executive Assistants with administrative tasks.
• Maintain smooth communication among departments.
• Manage documentation for client business needs.

Skills

Technical knowledge

Diary management (Outlook)

Customer service skills

Tools

Monday.com

Salesforce

Job description

Executive Coordinator

Marlow - Full time - Hybrid working

£27,000 - £28,000

We are looking for a fantastic administrator to join our team of Executive Coordinators supporting the client facing Executive Assistants with admin tasks associated with each clients requests. This is a great opportunity to start a career in financial advice with a clear progression path.

The Role

• Provide day-to-day support to the Executive Assistants where required.
• Liaise with SJP admin centre, admin link
• Build relationships with all departments to ensure a smooth process
• Carry out all administration tasks that are required working through Monday.com and Sales force as your primary systems.
• Feedback to the EA and Confidential Financial Review information that is required.
• Must be effective in workload management and ensure a handover to the covering Executive Assistant is detailed and up to date.
• Request and produce any documentation that is required on all new and existing client business needs and send to the EA to liaise with the client.

Knowledge and skills

• Technical knowledge - ability to adapt to new systems and have experience in recognition for efficiencies using technology.
• Diary management (Outlook)
• Awareness of other team members roles and how they all collaborate and work together.
• Share knowledge and experience.
• Great customer service skills via all types of communication.

Requirements

The Person

• Professional telephone manner, sound knowledge of the English language to produce professional and accurate paperwork.
• Excellent time management and prioritisation skills. Ability to work to tight and varying deadlines and the aptitude to juggle workloads.
• Takes responsibility and initiative for own workload.
• Enjoys working with a team and appreciated how this adds to the benefit of the whole team.
• Ability to foster strong relationships with, adapting to the different ways of working.
• Must be resilient and be capable of coping with the continuous challenges of the role as well as calm in pressured situations.
• A natural people person who is skilled at gaining trust and is a proven collaborator.

Benefits

• Hybrid working : 3 days in the office, 2 days wherever you work best
• Performance bonus + Company-wide bonus (when Eight hits targets)
• 28 days' holiday + bank holidays + your birthday off
• Private medical insurance & life assurance (4x salary)
• Wellbeing support : EAP, mental health helpline, cycle-to-work scheme
• Free mortgage and pension advice from our in-house experts
• Volunteering time : 8 paid hours annually via The Eight Foundation
• Regular socials & epic events