About Us:
Ferris Financial Planning provide financial advice and services to our clients, with a strong focus on customer service. Ferris Financial Planning was established in 2023, and we are growing. We’re looking for an organized and personable Office Manager to join our team and help us maintain a smooth and efficient office environment.
Key Responsibilities:
·Manage day-to-day office operations
·Assist with scheduling, correspondence, and document management
·Deal with existing clients with queries and providing updates on existing plans
Qualifications:
·Proficiency in Microsoft Word and Excel
·A good understanding of life cover / pensions / Investments would be an advantage
·Strong organizational skills
·Excellent communication and interpersonal abilities
·QFA certification or willingness to work towards it would be an advantage
. A understanding of the compliance relating to Financial Services would also be an advantage
Work Hours:
·10 AM to 4 PM, willing to be flexible around working hours
·Office is based at business premises.
Salary:
·Based on experience
Interested?
Email Richard@FerrisFinancialPlanning.ie with a copy of CV.
Closing Date 20.06.2024
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