Financial Administrator - PT
About Your New Employer
A financial planning practice in Cork City is looking for a financial administrator to help in the everyday running of the office as well as support the financial planning process.
About Your New Role
* Keep detailed records and complete administrative tasks such as paperwork and correspondence.
* Preparing notes and other requirements for client files.
* Managing paperwork flow from initial meeting stage through to the implementation stage.
* Prepare internal reports for the firm on agreed key measurements.
* Assist in the preparation and maintenance of financial plans and reports.
* Provide preliminary financial analysis and support in the creation of financial plans and strategies.
* Manage correspondence, filing systems, and ensure data confidentiality and security.
* Handle office supplies inventory and place orders as needed.
* Arrange weekly/monthly meetings, prepare presentations, and take minutes at meetings.
What Do You Need
* Proven experience as an Office Administrator, Office Assistant, or similar role, with exposure to financial planning or paraplanning.
* Understanding of financial planning principles and paraplanning practices.
* Strong organizational, planning, and financial analytical skills.
* Excellent time management skills with the ability to prioritize work.
* Attention to detail and problem-solving abilities.
* Superior written and verbal communication skills.
* Proficiency in MS Office (MS Excel and MS PowerPoint, in particular) and financial planning software.
* Willing to be part of a team and critically on your own initiative.
* Strong ability for multi-tasking.
* Have the ability to manage own workload.
* Strong relationship building skills.
* Excellent typing skills.
What’s On Offer
* Competitive salary
* Excellent pension scheme
* Hybrid working (once company is satisfied with candidate’s skill level)
* Education and development support
What’s Next
Apply now by clicking "Apply Now" or contact Marie on 021-4847133 / modriscoll@sigmar.ie
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