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Financial services administration

Limerick
beBeeAdministration
Administration
Posted: 4h ago
Offer description

Job Title: Business Support Specialist

We are seeking a skilled Financial Services Administrator to join our team in Limerick City. As a key member of our support staff, you will play a vital role in providing administrative assistance to our advisors and gaining hands-on experience in life, pensions, and investments.


Key Responsibilities:

* Manage client records and application pipelines with precision and accuracy
* Develop and maintain portfolio updates, contributing to targeted sales and marketing initiatives


Required Skills and Qualifications:

* Exceptional written and verbal communication skills, with proficiency in English language
* Strong relationship-building, negotiation, and influencing abilities, with a focus on building trust and rapport with clients
* Confident phone manner and a client-focused attitude, ensuring exceptional customer service
* Excellent planning, organization, and time-management skills, with a commitment to meeting deadlines and delivering results
* High attention to detail, with a strong commitment to compliance and regulatory requirements
* Proficiency in Microsoft Office and general IT literacy, with the ability to learn new software and systems quickly
* Motivation to pursue a professional insurance qualification, demonstrating a desire for ongoing learning and development
* Ability to make informed decisions and manage workload effectively, prioritizing tasks and managing competing demands


Benefits and Opportunities:

This is an excellent opportunity to join a leading financial advisory firm and develop your skills and expertise in a dynamic and supportive environment. With opportunities for career advancement and professional development, you will be able to grow and succeed in a company that values its employees.

As a valued member of our team, you will receive a competitive salary and benefits package, including access to training and development programs, performance-related bonuses, and a range of employee perks and discounts.


About Us:

We are a leading independent financial advisory firm, dedicated to providing exceptional service and expert advice to our clients. Our team is passionate about helping individuals and businesses achieve their financial goals, and we are committed to making a positive impact in our community.

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