Current vacancy

Office Administrator

City of Dublin
€35k – 40k per year

Our Financial Services client based in Dublin 2 are looking for an Office Administrator to join their team. Experience working in Financial Services would be an advantage.

The role of office administrator within the company is an integral and important part of our business. The administrator will work closely with the full team to help deliver a world class service to the clients.

1) Management and supervision of existing client records which are maintained online and in hard copy form. This will include ongoing analysis of client bank to identify business opportunities and management of a regular service schedule for existing clients.

2) Assist team with communication to all product providers on all aspects of new and existing business contracts.

3) Management of compliance records and ongoing comprehensive supervision of compliance requirements to ensure adherence to codes of practice.

4) Welcome and support clients before review meetings, and on arrival to the office.

Requirements:

The ideal candidate will be a motivated self-starter who has experience working unsupervised in the financial planning sector, including experience dealing with life assurance and investment firms and direct dealings with clients. Excellent written and spoken English essential. Strong working knowledge of MS Office, Outlook and online Broker CRM packages required. QFA qualifications will be an advantage.

This role is a Hybrid role with 3 days in office and 2 days WFH.

Send your CV to aoconnor@lincoln.ie

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aoconnor avatar
Manager – Commercial Division
+353 1 697 2137
aoconnor@lincoln.ie