Recruiting a Part Time Business Administrator to join our talented team!
We are currently recruiting for a position in our Cork office at Phoenix House, Monahan Road, Cork. This role involves providing key support to our team.
The role involves minimum of 20 hours per week. A competitive package is on offer for the right candidate, recognizing the level of experience that the individual will bring to the role.
Responsibilities:
- New business processing from inception to completion stage.
- Management of business pipelines using the latest digital Relationship Management system.
- Liaising with insurance and investment companies in processing business pipelines.
- Preparing policy schedule reports (for annual reviews and pre planning meetings).
- Monitoring compliance documents required for all transactions.
- Compiling documentation required for planning meetings with clients.
- Working closely with the Sales Team to provide a high level of service to new and existing individual clients.
Technical Competencies & Non Technical Competencies Required:
- Strong working knowledge of MS Office package, in particular Excel, Word, PowerPoint.
- Be familiar with Google Drive and MS Outlook for email.
- High levels of accuracy and attention to detail.
- Be interested in helping our clients and dealing with people.
- Good telephone manner and letter writing skills essential.
- Be well organized, capable of working to tight deadlines, and have an ability to work independently.
Experience of working in financial services and relevant qualifications would be a distinct advantage. Furthermore, being familiar with Moneyadvice CRM and Voyant software would be ideal.
If you think you would be a good fit, please apply using the form below!
