Financial Services Coordinator

Company OverviewInfinity Financial Planning offers a comprehensive range of financial planning services to support clients in achieving their goals.

Position 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...

Job 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.

About the RoleThe 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 ManagersAssisting in conducting financial assessments...

Job 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...

Job 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,...

Key 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:...

Join 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...

Join 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...

Red 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...

We 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...

Key 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.

We 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...

**Key Responsibilities:**We are looking for a Client Service Coordinator to join our team at One Recruitment, who will be responsible for:Coordinating the intake, review, and processing of new life, savings, and pensions related applications.Ensuring the smooth processing of funds and maintaining excellent customer and broker relations.Providing detailed...

About the RoleThe Person In Charge will play a key role in ensuring that all necessary plans, risk assessments, and behavioural support plans are up-to-date and that services are delivered to the highest possible quality and safety standards. This includes providing mentorship and leadership to the team, managing staff rotas, and coordinating input from...

**Role Description:**Cpl Healthcare is looking for an Administrative Finance Assistant to join their team in the Shannon region. As a key member of the shared services accounts team, you will play a vital role in supporting back office finance duties and accounts processing.Your responsibilities will include matching and processing invoicing, investigating...

Our client, Clarity Search Partners, is a renowned international accountancy firm that excels in providing top-notch auditing and assurance services to a variety of market sectors. They are currently seeking an experienced Audit Assistant Manager to join their team.Key ResponsibilitiesManage a portfolio of clients to deliver services in line with engagement...

We are currently recruiting for an experienced part-time bookkeeper to join our Tralee-based client. As a key member of the team, you will be responsible for coordinating various accounts functions on behalf of the company.Your duties will include:Performing data entry and managing accounts payableBilling and crediting accounts in accordance with established...

About the RoleWe are seeking an experienced and skilled Service Coordinator to join our team at Nua Healthcare Services.The ideal candidate will have a strong background in healthcare management, with experience in coordinating services and supporting teams.This role involves ensuring that personal plans, risk assessments, and behavioral support plans are...

TN Ireland seeks a dedicated Financial Support Coordinator to assist with accounting functions and provide administrative support to the operations team.About the PositionResponsibility for the front office and reception area, creating a welcoming environment.Weekly and monthly payroll support to ensure timely processing.ROS return preparation and DSP...