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Financial Services Administrator

Location

Dublin 1Dublin

Company

Sherry FitzGerald Limited

Date added

06/10/2020

Website

http://sherryfitz.ie

Job Description:

Sherry FitzGerald Group has an exciting opportunity for an ambitious Financial Services Administrator to join the Financial Services Department.

The successful candidate will have strong attention to detail, have excellent communications skills and work well as part of a team.

Please note that the role will be located in the IFSC.

Role & Responsibilities:

Supporting the Financial Advisers in administration of Financial Services process

Creating client files, inputting mortgage and life and home insurance applications online.

Following up with clients keeping them informed and following up on outstanding information.

Proactive pipeline management, liaising with financial institutions, Solicitors, GP’s and following up outstanding requirements

Issuing business and closing files,

Compliance cross checking and archiving.

Liaising with colleagues to assist in sales process when required.

Any other ad-hoc tasks that may arise.

Requirements:

1-2 years’ experience in an administration position.

Experience of financial intermediary market an advantage but not a requirement.

Proficient in MS office packages; specifically, Excel and Word

Excellent interpersonal skills, good ability to multitask and meet deadlines

Ability to work in a fast-paced environment

Highly motivated with an ability to take ownership and with strong attention to detail

Ability to use discretion and maintain confidentiality at all times.

Term

Permanent / Full-time

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