Financial Services Coordinator
2 weeks ago
The successful candidate will provide high-standard administrative support to a team of Wealth Managers, assisting with conducting thorough financial assessments and compiling comprehensive post-meeting reports.
Key responsibilities include:
- Providing expert administrative assistance to Wealth Managers
- Assisting in conducting financial assessments and advising on financial products and services
- Compiling post-meeting reports and ensuring compliance with regulatory changes
- Building and maintaining strong client relationships through regular communication and reviews
- Identifying sales opportunities and providing informed support to Wealth Managers
We are seeking an outgoing and energetic individual with strong administrative and financial services experience. The ideal candidate will possess:
- 3-5 years of experience within the financial services industry in an administrative or client-facing role
- QFA certification is desired
- Strong interpersonal and communication skills to effectively build and maintain client relationships
- Proven ability to evaluate complex financial information and provide clear, actionable support
- High proficiency in Word, PowerPoint, and Excel
-
Financial Planning Services Coordinator
3 days ago
Cork, Cork, Ireland Infinity Financial Planning Full timeCompany OverviewInfinity Financial Planning offers a comprehensive range of financial planning services to support clients in achieving their goals.
-
Financial Services Coordinator
15 hours ago
Cork, Cork, Ireland Mmt Inc Full timeAt Mmt Inc, we are seeking a highly skilled Financial Services Coordinator to join our team. As a key member of our finance department, you will be responsible for providing exceptional support in accounts payable, accounts receivable, and general accounting.Key Responsibilities:Reconcile bank statements and ensure accurate accounting records.Maintain and...
-
Financial Services Coordinator
1 week ago
Cork, Cork, Ireland Claran Consultants Ltd Full timePosition Summary:We are looking for a skilled financial services coordinator to join our team at Claran Consultants Ltd. As an accounts technician/payroll administrator, you will be responsible for providing administrative support to our financial services department.Duties:Your key responsibilities will include processing timesheets for payroll, managing...
-
Financial Services Coordinator
23 hours ago
Cork, Cork, Ireland Irish League Of Credit Unions Full timeIrish League Of Credit Unions is inviting applications for a Financial Services Coordinator position. In this role, you will provide high-quality support to our members, processing transactions, answering queries, and maintaining accurate records.You will work closely with our management team to ensure seamless day-to-day operations, including financial...
-
Financial Services Coordinator
3 hours ago
Cork, Cork, Ireland Moxy Hotel and Residence Inn by Marriott Full timeJob DescriptionWe are seeking an experienced Financial Services Coordinator to join our team at Moxy Hotel and Residence Inn by Marriott. The ideal candidate will have previous experience in a similar hotel environment, with strong communication skills and knowledge of accounting functions.Main ResponsibilitiesAssist the Financial Controller with financial...
-
Financial Services Coordinator
1 day ago
Cork, Cork, Ireland Xeinadin Group Full timeJob SummaryWe are seeking a motivated and detail-oriented Financial Services Coordinator to join our team.The ideal candidate will provide support to the wider team by completing routine tasks, including assisting with audit engagements, preparing financial statements, and communicating with clients.Key Responsibilities:Assist more senior colleagues in...
-
Client Services Coordinator
1 week ago
Cork, Cork, Ireland Unio Financial Services Ltd Full timeJob OverviewAs a Client Services Executive, you will play a pivotal role in delivering exceptional client engagement for our Wealth Management division. This involves overseeing annual portfolio reviews and valuations, processing new business applications, and communicating with clients to ensure timely and effective service delivery.
-
Financial Services Coordinator
2 days ago
Cork, Cork, Ireland BARDEN Full timeJob OverviewBarden, a leading partner in the financial services industry, is seeking a highly skilled and experienced Wealth Manager Administrator to join their team in Cork City. This exciting opportunity will allow the successful candidate to play a crucial role in supporting Wealth Managers by providing expert administrative assistance and ensuring smooth...
-
Financial Services Coordinator
4 hours ago
Cork, Cork, Ireland TN Ireland Full timeAbout the Job:The Senior Account Manager will be responsible for managing key customer accounts within a specified sales region. This role requires strong communication skills, attention to detail, and the ability to build strong relationships with customers and internal stakeholders.Key Responsibilities:Manage day-to-day financial activities for assigned...
-
Financial Coordinator
1 week ago
Cork, Cork, Ireland RedChair Recruitment Full timeJob Description:We are seeking an experienced part-time bookkeeper to join our team in Tralee, County Kerry. As a key member of the financial team, you will be responsible for coordinating various accounts functions on behalf of our clients.Your Key Responsibilities:Sort and review invoices and check requests for proper account codes, object codes,...
-
Financial Operations Specialist
1 week ago
Cork, Cork, Ireland Unio Financial Services Ltd Full timeKey ResponsibilitiesPortfolio Reviews: Conduct thorough annual portfolio reviews and valuations to provide clients with a comprehensive understanding of their financial situation.New Business Processing: Process new business applications efficiently, ensuring seamless communication with product producers and timely completion of tasks.Client Communication:...
-
Client Services Executive
2 weeks ago
Cork, Cork, Ireland Unio Financial Services Ltd Full timeJoin to apply for the Client Services Executive role at Unio Wealth Management.We are Unio, an established Wealth Management business backed by Great-West Lifeco, via its Irish subsidiary Irish Life Group.Unio specialises in private wealth management and employee benefit consultancy and has over 30 years' experience advising companies and personal...
-
Client Services Executive
1 week ago
Cork, Cork, Ireland Unio Financial Services Ltd Full timeJoin to apply for the Client Services Executive role at Unio Wealth Management.We are Unio, an established Wealth Management business backed by Great-West Lifeco, via its Irish subsidiary Irish Life Group.Unio specialises in private wealth management and employee benefit consultancy and has over 30 years' experience advising companies and personal...
-
Administrative Coordinator
16 hours ago
Cork, Cork, Ireland Infinity Financial Planning Full timeJob OverviewInfinity Financial Planning offers a comprehensive range of financial planning services to help clients explore all their options and negotiate the best terms.Key ResponsibilitiesProvide administrative assistance to support the team's daily operations.Manage office equipment and ensure excellent customer service.Oversee office administration...
-
Financial Services Coordinator
2 days ago
Cork, Cork, Ireland RedChair Recruitment Full timeRed Chair Recruitment is currently seeking an experienced Accounts and Administration Assistant to join a mechanical services company in Co. Kerry.The successful candidate will provide administrative support to senior management, schedule maintenance calls, coordinate customer call outs, manage orders and invoices, assist with accounting tasks, and perform...
-
Financial Transactions Coordinator
1 week ago
Cork, Cork, Ireland Hays Specialist Recruitment Ireland Ltd Full timeWe are seeking a highly organized and detail-oriented Financial Transactions Coordinator to join our team. As a key member of our accounts payable department, you will be responsible for processing financial transactions, ensuring accuracy and efficiency in all aspects of financial operations.ResponsibilitiesProcessing financial transactionsEnsuring accuracy...
-
Financial Service Coordinator
18 hours ago
Cork, Cork, Ireland Deutsche Börse AG Full timeYour Career Path:This role offers a unique opportunity to develop your skills and expertise in relationship management, working closely with senior colleagues and internal stakeholders to deliver high-quality results.Key Responsibilities:COORDINATE ROLL-OUT EXERCISES OF CONTRACT AMENDMENTS ACROSS DIFFERENT STAKEHOLDER GROUPS RANGING FROM OPERATIONS TO...
-
Nursing Services Team Coordinator
2 weeks ago
Cork, Cork, Ireland Brothers of Charity Services Ireland Full timeKey ResponsibilitiesThe Nursing Services Team Coordinator will be responsible for coordinating the activities of the nursing services team. This will include planning, implementing, and evaluating nursing services to ensure that they meet the needs of individuals with intellectual disabilities, autism, and communication disorders.
-
Financial Operations Coordinator
18 hours ago
Cork, Cork, Ireland Cpl Full timeAs a key member of the Cpl team, this Financial Operations Coordinator role plays a pivotal part in maintaining the smooth operation of our financial functions. This is an exciting opportunity to join our dynamic company and contribute to our continued success.The ideal candidate will have strong accounting skills, excellent analytical abilities, and be...
-
Support Services Coordinator
6 days ago
Cork, Cork, Ireland Brothers Of Charity Services Ireland Full timeWe are looking for a Support Services Coordinator to join our team at the Brothers of Charity Services Ireland - Southern Region.About the Job:This is an exciting opportunity for an experienced Support Services Coordinator to provide administrative support to the Sector Manager and contribute to the ongoing development of our Services.Key...