Administrative Services Professional

2 weeks ago

Cork, Cork, Ireland beBeeAdministration Full time €45,000 - €55,000

Job Overview

The role of a Financial Administrator involves coordinating the daily processing of new and existing business cases. This includes managing client/policy records, preparing compliance documents, and establishing strong relationships with clients.

Main Responsibilities:
• Process pension, investment & protection business submitted by advisors
• Set up client/policy records on the database
• Prepare and issue documents to clients in compliance with company processes and procedures
• Ensure files meet quality standards
• Establish and maintain good relationships with clients
• Manage daily correspondence and requests from customers

Key Requirements:
• Customer-focused attitude and behaviours
• Strong organisational and administrative skills
• Excellent communication and interpersonal skills
• Ability to work efficiently without compromising attention to detail

Additional Requirements:
• Relevant experience in a similar administration role
• APA or QFA qualifications are desirable but not essential
• Proficiency in Microsoft Office applications

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