Business Support Administrator

Business Support Administrator 

This is an opportunity for the successful candidate to join our financial planning team. The position would be suitable for someone who would like to develop their career supporting a growing financial advisory team. A working knowledge of the life assurance/broker industry is preferable.

Position overview

This individual will work within the support function of our private client team. Key responsibilities include:

• Provide a high standard of administrative support to the team
• Provide daily support to the team to ensure all work is processed efficiently
• Adhere to internal and Central Bank of Ireland compliance requirements
• Prepare client portfolio valuations
• Processing client cheque payments
• Assisting the team with any ad-hoc requirements
• Processing new business documentation

• Managing daily correspondence

   

   

Skills

The successful candidate will possess:

• Relevant sector working experience in the financial service industry
• Excellent written and verbal communication skills
• Self-starter, productive, works well with a team and independently
• Excellent customer service skills
• Ability to identify, meet, and follow through with the team’s needs and requirements with keen attention to detail
• Ability to prioritise and track multiple tasks
• Proficiency in Microsoft Office Suite
• Attained or working towards the Life Insurance Associations (LIA) or Institute of Bankers (IOB), entry level industry qualifications, as a minimum

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