Ferris Financial Planning
Ferris Financial Planning, Ballinderry, Mullingar, County Westmeath, Ireland
Ferris Financial Planning provide financial advice and services to our clients, with a strong focus on customer service. Ferris Financial Planning was established in 2023, and we are growing. We’re looking for an organized and personable Office Manager to join our team and help us maintain a smooth and efficient office environment.
Key Responsibilities:
Manage day-to-day office operations
Assist with scheduling, correspondence, and document management
Deal with existing clients with queries and providing updates on existing plans
Qualifications:
Proficiency in Microsoft Word and Excel
A good understanding of life cover / pensions / Investments would be an advantage
Strong organizational skills
Excellent communication and interpersonal abilities
QFA certification or willingness to work towards it would be an advantage
A understanding of the compliance relating to Financial Services would also be an advantage...