Prisma Financial Limited

We are a Financial Broker based in the Midlands offering a broad range of financial services and advice to corporate and private clients including

Life Assurance, Income Protection, Pensions, Investments, Savings and Mortgages.

Due to un-precedented growth, the company is seeking to recruit an administrator who will play an essential role in supporting the team of Financial Consultants and our clients.

08/05/2023
Full time Contractor
Prisma Financial Limited Kilbeggan, County Westmeath, Ireland
The Administrator will work closely with our team of financial planners, providing quality customised support to meet our clients needs.  About You: Excellent computer skills essential Must have fluent English Build positive relationships with co-workers and clients alike. Excellent numeric, written and oral communication skills. Strong attention to detail and the ability to think quickly. The ability to work unsupervised and be self-motivated. A high proficiency in Microsoft Office programs and ancillary software Proficiency in social media marketing will be an advantage. Strong customer service skills, orientation and focus. A creative individual with the ability to work autonomously as part of a team in a fast paced environment. Expectations & Tasks: Understand and address client inquiries in a timely fashion Handle telephone inquiries in a professional and courteous manner Thoroughly document queries, investigations, and actions Escalate issues to Management and...