Financial Services (Life, Pension & Investment) Administrator
Location: 34 Fitzwilliam Place, Dublin 2
Hours: Generally 09.00 – 17.00 Monday to Friday but flexible, Full Time / Permanent
Salary: Ca. €30,000 per annum
Servicing clients for over 25 years, our client is an impartial financial services brokerage, providing wide choice and impartial financial advice and services to both private and corporate sector clients. Consisting of a team of 5 specialists, our client works from their centrally located offices in Dublin 2.
The Life, Pension & Investment Administrator will perform general policy administration services in relation to the Company’s business and affairs, as authorised under the supervision of the Office Manager and Directors. The role will involve general office administration, supporting all areas of the business to clients and staff.
Produce and send out client correspondence, incl. new policy documents;
Processing and submitting applications;
Implement various instructions from policy holders;
Prepare regular policy reviews;
Generate risk assessment results;
Produce statements of suitability and other reports;
Updating the CRM system, data entry;
Checking AML requirements and compliance;
Issuing of Section 30 Receipts;
Liaising with various stakeholders by phone, e-mail and post;
Meet & greet clients in the office on a daily basis;
Document filing/archiving responsibilities on ongoing basis;
Any other day to day office duties as they may arise.
This is a wide-ranging role and will require effective communication, attention to detail, ability to work with the team and independently.
The Ideal Candidate:
Fluency in English;
Demonstrates excellent interpersonal, relationship building and communication skills (oral and written);
Attention to detail and numerical accuracy essential;
Excellent computer skills – MS Word, Excel, Adobe, MS Outlook, fast typing speed;
QFA qualified or APA progressing towards attainment of a relevant qualification;
Some knowledge of life, pensions and investment products;
1-2 years administration experience;
Understands the importance of excellent customer service and uses assessment to develop creative solutions;
Good people skills, friendly, positive can-do attitude, team player, accountable, possess personal and professional integrity, engaged, committed and motivated.
Career and educational opportunities for an ambitious candidate (QFA etc);
Ongoing training and mentoring from friendly staff and supervisors;
Flexible working conditions, friendly and helpful team;
Pension on completion of probation;
Performance related annual bonus.
If you are the ideal candidate our client is looking for, then send your CV by clicking the APPLY button below.
Keywords: Financial Services Administrator, Financial Services, Banking and Finance, Life, Pension, Investment, Administrator, Administration