Job Descriptions

The Role:

• Provide
Administration Support to a team of Financial Advisors

• Processing and
inputting large volumes of New Business Applications onto our CRM Database
system

• Management of
existing Client Database

• Dealing with
Client Queries

• Liaising with
Product Providers on a daily basis in relation to client’s policies

• Dealing with the
Sales Pipeline

• General
administration duties, filing, opening post

• Manage incoming
phone calls and emails

The candidate will
have:

• Previous
experience working in an Administrative role, preferably in a Life or Pensions
role

• The ability to
meet deadlines in a fast moving and demanding environment

• Work well under
pressure, with strong attention to detail and be good at multi-tasking.

• Answer all
incoming calls in a professional and timely manner

• Computer literate
with excellent knowledge of MS Word, Excel & Outlook, use of CRM systems.

• Excellent
Communications and Customer Service Skills

• Customer focused
and driven

• Team player with
attention to details and an ability to work on own initiative

• This role provides
an ideal opportunity to develop a successful career in the Financial Industry

The Company will
provide:

• Full Training /
Support for QFA’s

• Salary of €30,000
per annum plus bonuses. (OTE €32k).

• Entrance to
company pension scheme after 1 year.

• Entrance to
company life cover scheme after 2 years

Skills

• Team Player
• Attention to details
• Customer service skills
• Excellent Communication Skill

Experience

• 1 year