Description:
Full Job Description
A wonderful opportunity has arisen with a client company located in Blanchardstown.
This role would suit a person with relevant experience ideally in Financial Services who is outgoing, friendly and who would enjoy working in a small company where your contributions will always be recognised and appreciated and who would prefer to work on a part time basis.
Duties:
- Provide and develop administration support to the Team
- Process applications and claims across a number of provider and product lines including Life Assurance, Specified Illness, Income Protection, Pensions, Investments and Savings plans in accordance with product and legislative requirements.
- Update policy and client information on internal CRM system, scanning and copying applications
- Daily management of compliance and AML checklist
- Assist with reports such as discussion documents, Statements of Suitability & Client valuation and update documents
- Deal with client correspondence and queries ongoing
- Ensure adherence to regulatory requirements throughout all duties
Key Requirements
- Understand documents required for regulatory purposes and how to structure same
- Demonstrate the ability to work enthusiastically, independently and to use initiative
- Possess excellent communication, telephone and organisational skills, with the ability to quickly build relationships
- Be a good organiser with attention to detail and proven ability to prioritise tasks and follow through on same
- Be proficient in Microsoft office packages & DocuSign
Our client will provide:
- Opportunity to fulfil CPD annual requirements
- Salary / Package will relate to experience