Senior Administrative Professional

2 weeks ago

Belfast, Ireland beBeeFinancial Full time €25,000 - €40,000

Job Title: Financial Services Coordinator

This role offers a fantastic opportunity to support a professional financial planning team in a dynamic environment.

Key Responsibilities:

  • Provide administrative assistance to the financial planning team on a daily basis
  • Manage and update client records and financial documents
  • Prepare reports, valuation summaries, and meeting packs for client reviews
  • Process new business applications, withdrawals, and other transactions
  • Liaise with providers to follow up on policy information and progress updates
  • Monitor client pipelines and support the implementation of advice recommendations
  • Ensure compliance and documentation standards are met across all files
  • Respond to client inquiries by phone, email, or in person with a professional approach
  • Support internal projects and process improvements as required

Requirements:

  • Previous experience in an administrative role within a regulated environment preferred
  • Strong attention to detail and high accuracy
  • Excellent communication skills - both written and verbal
  • Highly organized and confident managing workloads and deadlines
  • Proficient in Microsoft Office and comfortable working with client databases or CRM systems
  • Team player with a positive attitude
  • Willingness to learn and develop in a fast-paced setting

Benefits:

The ideal candidate will have excellent organizational skills and be able to prioritize tasks effectively. They should also be proficient in using software tools such as Microsoft Office and CRM systems.

About the Role:

This is an exciting opportunity to join our team and contribute to the success of our organization. If you are a motivated and organized individual who enjoys working in a dynamic environment, we would like to hear from you.

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