Cache of job #13917371

Job Title

Financial Administrator


Gemma Hayes Recruitment1


Wexford Town, Wexford


Role Specification: • Provide full administration and sales support to the sales team with a strong focus on quality service delivery. • Preparation of clients reports. • Weekly reconciliation of commission payments received. • Submission of Central Bank reports. • Constant update of the internal CRM system. • Deliver a high standard of service, administration and compliance. • Ensure all activities comply with Central Bank Compliance requirements. • Liaise with Life companies, Broker Consultants, the Sales Team and. Clients. • The ability to identify sales opportunities with existing and prospective clients. • Daily client interaction, replying to ad hoc queries. • Process new applications for life and pension business within service level agreements. • Act as a contact with external and internal service providers. • Organise and issue new business and pipeline reports to Sales Management when required. • Ensure compliance with Revenue rules, practice and constraints; • Documentation & maintenance of pension and investment procedures. • Maintenance & reconciliation of accounts. • Ensure that client's expectations are managed throughout the process and their outcome is a positive experience. • Be an excellent communicator and build sound relationships between all the parties involved throughout the process. • Liaise fully with the Sales Team to ensure seamless processing of the applications. Key Requirements: • Proven record of accomplishment of excellent communication and relationship management. • Proven track record to produce results within a demanding and challenging environment. • Excellent IT Skills, particularly Excel, Word, Outlook. • Some technical knowledge of financial products structures and processes an advantage. • Attention to detail is paramount as well as an ability to operate an effective diary system to ensure relevant tasks are completed on time every time. • A conscientious individual with the ability to work as part of a team and on their own initiative. • Prioritising tasks and seeing through to completion. • Ability to work under pressure in a dynamic office environment. • Knowledge of life office operations and procedures would be a distinct advantage. The successful candidate will be given an excellent opportunity to learn from our vastly experienced staff and further their career in a trusting and encouraging environment. There is also scope to learn and develop further in this role through interaction with other members of the professional team.

Date Added

252 days ago