Company Overview:
Walfrid Private is a Wealth Management firm based in Ballymount in Dublin 12. We assist Irish Company Directors, Business Owners and Entrepreneurs to reduce costs, reduce taxes and improve both business and personal financial performance.
Walfrid Private implement strategic plans with their clients to ensure they achieve financial independence sooner than they ever imagined possible by structuring long term bespoke financial cashflows. We work with clients nationwide, to ensure Wealth Development through multi-channel cashflows that are structured tax efficiently.
Role Overview:
We a looking to add a motivated Office Administrator to our team. Reporting to the Business Development Manager, the successful candidate will be responsible for a number of different areas of the business including reception, customer service, office administration and some personal assistant duties to the CEO.
The role might suit a recent graduate or someone with experience in a customer service, retail or hospitality environment.
Due to the nature of some of the duties required in this role, candidates must have their own vehicle.
Responsibilities:
* Greet and welcome clients and guests upon arrival, ensuring a professional and positive first impression at reception.
* Manage the scheduling and coordination of all internal meeting rooms, including setup and preparation.
* Assist with the management of events run by the company.
* Serve as the first point of contact for all new client enquiries via phone, providing a professional and welcoming introduction to Walfrid Private.
* Proactively engage with new and potential clients to invite them to weekly webinars and introduce them to our offering.
* Coordinate and schedule follow-up meetings for the Business Development Manager and our team of Financial Advisors as required.
* Ad hoc personal assistance to CEO, handling errands and tasks as needed.
* Assist with the management of CEO's calendar, confirming appointments with clients in advance.
* Other ad hoc tasks as required.
Skills & Experience:
* Experience in a customer service, retail or administration environment.
* Comfortable dealing with high-net-worth clients, as you will be on both inbound and outbound calls.
* Proficient in MS Office, experience with CRMs is a bonus.
* Positive attitude and willing to take on some tasks that may not be outlined in the above job description.
* Must have own transport.