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OAK RECRUITMENT

• 3A Cleve Business Park
• Monahan Road
• Cork City

• Job reference number:15050086
• Client ID:RI/

• Posted on:02-FEB-2016
• Salary:Neg

• Location:DUBLIN
• Job type:PERMANENT

Full-Time Admin. Role in Financial Planning Company

The successful candidate will be responsible for supporting the principle in a personal assistant and administrative role. The successful candidate will also need to demonstrate a good basic understanding of the role of the client service function and build up technical knowledge required to support the business adequately.

Responsibilities

• Support the Principle in fulfilling his duties and responsibilities
• Supporting the consistent and efficient delivery of key services across the business areas
• Liaising with clients and service providers
• New business pipeline management
• Providing general administration support to the business
• Filing and retrieving information and documents
• Updating and maintaining databases relevant to the business
• Produce client reports
• Help with compliance on both an internal & external basis
• Quality checks of administration tasks
• Comply and support Business standards and targets Skills

• Good understanding of financial services is desirable but not essential
• Ability to work on own initiative and have good organisational skills
• Enthusiastic and committed to business excellence
• Capable of organising and prioritising workloads
• High level of attention to detail
• IT literacy – highly proficient in Word, Excel, PowerPoint and Outlook Qualifications/Experience
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• QFA qualification would be an advantage but not essential. However, the successful candidate would be encouraged to work towards this qualification
• Experience of working in the insurance industry would be preferable but not essential
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•  Apply now