We are recruiting for a Private Client Administrator to work closely with our consultants and admin team to coordinate the daily processing of life & pension new business & existing business.
Overview of duties
* Process pension, investment & protection business that is submitted by our consultants such as inputting online, chasing pipeline, and issuing policy documents
* Set up client/policy records on client database
* Work with the consultants to draw up and issue compliance documents to clients - recommendations, statement of suitability, market research reports, risk profiling etc.
* Ensure files are compliant in line with NFP Ireland's processes and procedures
* Establish & build strong relationships with our clients
* Processing ad hoc requests from customers, e.g. address changes, encashments, withdrawals
* Managing daily post and client correspondence
* Prepare and maintain client files
* Manage task reminder system
* Fielding telephone calls
Person specification
Knowledge, skills and abilities:
* Display a positive attitude and behaviour’s, demonstrating an awareness and willingness to respond to customers to exceed their needs, requirements and expectations
* A passion for delivering customer service excellence, going over and above
* Excellent listening skills, always checks administrative work
* Excellent organiser – including time management and prioritisation
* Prioritises customer needs above all else. Manages own time effectively and able to manage the expectations of other stakeholders regarding delivery timescales
* Capable of developing innovative solutions for clients using knowledge and research skills as well as liaising across teams to deliver solutions. Brings new ideas to the table
Education / and or Experience
* QFA
* Relevant experience in a similar role (life and pension experience)
* Excellent PC skills - Microsoft Packages
* Excellent communication skills (written & verbal)
* Good attention to detail
* Dedicated team player, who demonstrates initiative, proactiveness and independence
Key information:
Location: Galway
If this sounds like something you are interested in please apply, or contact Lucy Reed for further information.
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