Executive Coordinator

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

Job summary

A financial services firm in Marlow is seeking a dedicated administrator to support Executive Assistants with various admin tasks. The role offers a hybrid working environment and a clear career progression path in financial advice. Ideal candidates will possess strong organizational and customer service skills, along with proficiency in using systems like Monday.com and Salesforce. Benefits include a performance bonus, generous holiday allowance, and private medical insurance.

Benefits

Performance bonus

28 days' holiday

Private medical insurance

Free mortgage and pension advice

Volunteering time

Qualifications

• Professional telephone manner and sound knowledge of the English language for paperwork.
• Excellent time management and ability to work under tight deadlines.
• Proven collaboration and relationship-building skills.

Responsibilities

• Provide support to Executive Assistants and manage documentation.
• Liaise with the SJP admin centre.
• Ensure effective workload management.

Skills

Technical knowledge

Diary management

Customer service skills

Tools

Monday.com

Salesforce

Outlook

Job description

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