Job Title: Life & Pensions Administrator
We are seeking a detail-oriented administrator to join our team and contribute to the growth of our dynamic brokerage company. With over 35 years of experience in the financial advisory sector, we specialize in life insurance, pensions, and investments.
About the Role:
* Proficient knowledge of life, pension, and investment products within the Irish market
* Strong verbal and written communication skills
* Able to use Excel, Word, and PowerPoint
* Numerically and mathematically skilled
* Knowledge of AI and ability to create documents using AI accurately
* Ability to explain complex information in a clear and understandable manner
Key Responsibilities:
1. Work closely with the Managing Director, managing daily tasks, business pipeline, emails, and events
2. Process pension, investment, and protection business submitted by the Managing Director
3. Organize, maintain, and update client records with accuracy
4. Draw up and issue compliance documents to clients
5. Ensure files are compliant with company procedures
6. Establish strong relationships with clients
Requirements:
* Previous experience in an administrative role within the financial services industry for over 3 years
* Strong organizational and multitasking skills
* Proficiency in Google Suite and MS Office (Word, Excel, Outlook)
* QFA minimum qualification
* Strong communication and interpersonal skills
What We Offer:
* Competitive salary
* Opportunity to grow with the company as we expand
* A supportive and collaborative work environment
* Professional development opportunities