Job Description
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 required
Fluent English essential
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.
Strong customer service skills, orientation and focus.
Expectations & Tasks:
Perform the role of office receptionist/front of house
Handle telephone inquiries in a professional and courteous manner
Understand and address client inquiries in a timely fashion
Thoroughly document queries, investigations, and actions
Providing general office administrative support including filing/scanning/photocopying, post/franking, processing payments, answering the telephone, note/message taking
Escalate issues to Management and Financial Advisors as appropriate
Maintain customer/policy records through the client management system and associated IT solutions
Support the team including new business processing, and renewals.
Support and Assisting the financial planners
Manage relevant processes and procedures to ensure that all client files are complete and fully compliant.
Liaise with Life Companies to manage and follow up
Collate client reports
Work experience:
3+ years Office Administration experience preferably in a Financial Services environment
Qualifications/ Skills & Competencies:
QFA or relevant industry qualification preferable but not essential
KEY Competencies
We are a Financial Brokerage based in Kilbeggan, Co. Westmeath offering a range of financial services and advice to corporate and private clients including
-Life Assurance, Income Protection, Pensions, Investments, Savings.
We aim to deliver exceptional levels of service which exceed customer expectations and thus continues to encourage our referral based business.
Due to un-precedented growth, we are seeking to recruit an administrator who will play an essential role in supporting the team of Financial Consultants and our clients.