Financial Services Administrator – Maternity Cover

Mason Financial Services
Published
September 23, 2021
Location
73 Leeson Street Lower, Dublin 2, Ireland
Category
Job Type
Hours of Work
Business Hours - Flexibility Available
Education Requirements
Working Towards QFA
Experience Requirements
1 Years Industry Exp
Job Responsibilities
Financial Services Admin
Job Industry
Accounting and Finance
Salary
Neg
Salary Currency
Euro
Job Order
1234

Description

Financial Services Administrator (New Business)

“This maternity cover opportunity would suit an ambitious administrator with some Life Assurance, Pension or Mortgage administration experience, who is seeking to expand their experience in a flexible, progressive  and ambitious firm”

Role & Responsibilities:

  •  Supporting the Financial Advisers in administration of Financial Services process
  • Creating client files, inputting mortgage Life, Pension and home insurance applications online.
  • Following up with clients keeping them informed and following up on outstanding information;
  • Proactive pipeline management, liaising with financial institutions, Solicitors, GP’s and following up outstanding requirements
  • Issuing business and closing files,
  • Compliance cross checking and archiving.
  • Liaising with colleagues to assist in sales process when required;
  • Any other ad-hoc tasks that may arise.

Requirements:

  • 1-2 years’ experience in an administration position;
  • Experience of financial intermediary market an advantage but not a requirement.
  • Proficient in MS office packages; specifically, Excel and Word
  • Excellent interpersonal skills, good ability to multitask and meet deadlines
  • Ability to work in a fast paced environment
  • Highly motivated with an ability to take ownership and with strong attention to detail
  • Ability to use discretion and maintain confidentiality at all times.
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