Sales Support Administrator

5 days ago

Limerick, Limerick, Ireland SYS Financial Limited Full time

About SYS Financial: SYS Financial is a dynamic and fast-growing financial planning firm committed to safeguarding the financial wellbeing of our clients. With a team of over 70 dedicated professionals, we provide expert guidance and bespoke solutions across a wide range of services, including Savings and Investments ,Protection, Retirement Planning, Retirement Fund Management, Health Insurance Advisory, Public Sector Advisory, and Mortgages. We are seeking a highly organised, detail-oriented, and proactive Sales Support Administrator to join our Limerick team. Full training will be provided. This role is ideal for a motivated individual with excellent communication skills who thrives in a fast-paced, deadline-driven environment. Key Responsibilities: Provide exceptional support to our Financial advisors. Review all documentation to ensure accuracy and compliance with contractual requirements. Assist with insurance and pension administration for an extensive client base. Liaise with Life Assurance and Pension companies to manage client cases effectively. Manage and maintain client data using our Customer Relationship Management (CRM) system. Oversee administration of the new business pipeline and processes. Build and maintain strong client relationships. Prepare and manage client files and reports with high attention to detail. Collaborate closely with financial planners and colleagues to deliver excellent service. Ensure compliance with regulatory requirements and internal policies. Respond to client and internal queries promptly and professionally. Provide general administrative support to ensure smooth team operations. Our ideal candidate: Minimum 2 years experience in an administrative role, ideally in financial services. Excellent organisational skills and strong attention to detail. Proficiency in Microsoft Word and Excel. Experience with CRM or data management system an advantage. Strong verbal and written communication skills. Ability to work independently as well as collaboratively within a team. A proactive approach, with a willingness to learn and contribute innovative ideas. Knowledge of financial services and/or QFA qualification a distinct advantage Why Join SYS Financial? Competitive salary with employer pension contributions. Paid educational courses and professional development support. Clear career progression and growth opportunities. Supportive, team-oriented workplace culture. Volunteer days and opportunities to make an impact. SYS Financial is proud to be an equal opportunities employer. We welcome applications from all backgrounds and experiences. Skills: Telephone Skills Data Entry General Office Administration Sales Administration Benefits: Group Life Assurance Paid Holidays Pension Fund

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