Finance Operations Coordinator

Job Description

About the role Join us as a Client Liaison in a high-energy, collaborative environment where you can bridge the gap between financial operations and top-tier client service. This role is ideal for students, fresh grads, or professionals seeking a flexible yet rewarding career path in finance. Key responsibilities • Conduct regular client check-ins to understand needs and foster long-term trust • Oversee complex calendars, ensuring seamless appointment flows and timely follow-ups • Manage client accounts, process claims, update records, and handle payment administrative tasks • Assist in the management of corporate events and use Canva to support administrative visuals • Prioritize tasks effectively to meet deadlines in a fast-paced environment Show More