Financial Services Administrator - Dublin 22
Job Overview
On behalf of our client we are recruiting for a Financial Services Administrator to work within their Life & Pension team in an office based role in Dublin 22.
Excellent opportunity to develop knowledge and skills within a large insurance company.
** At least 2 years in a similar support role**
** QFA or progress in QFA exams an advantage & a 3rd Level Business Degree**
Your key responsibilities:
Working with a team of sales advisors to provide financial services administration to existing and new clients.
Processing and overseeing new business applications for all Life, Protection, Pensions, Investments and Mortgage business. Ensuring accuracy of benefit statements and contract documents.
Pipeline management.
Managing a portfolio of group risk and pension clients including administration of their annual reviews.
Engaging in continuous improvement of the company's services and procedures and complying with regulatory requirements.
Client engagement.
Appointment setting - setting and managing appointments for our team of advisors. You will have responsibility for contacting clients as part of structured marketing campaigns.
Marketing and Data Mining - You will be responsible for data mining campaigns and implementing email marketing campaigns across our life and general insurance client base.
What you will bring to the role:
A positive and proactive individual willing to learn.
Ability to work on own initiative.
Excellent communication skills.
Excellent attention to detail.
Good problem-solving skills.
Knowledge of Group Risk administration would be advantageous.
Someone who can provide fantastic service to both our internal advisors and our clients.
Confident telephone manner.
Proficient in Microsoft packages.