Admin Support-Financial Services

Admin Support-Financial Services

Remote

Permanent

Industry:

Contact Name: Aileen Fitzgerald

Contact Email: aileen.fitzgerald@icegroup.ie

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Administrator/Sales Support-Financial Services-Remote Work


Full time and fully Remote Role for a company based in Donegal, must be availabe to attend monthly face to face meetings.


Duties & Responsibilities:


  • Provide admin & sales support to the Financial Advisor
  • Processing applications and claims across a number of product lines including Life Assurance, Serious Illness, Income Protection, Pensions, Investments and Savings Plans in accordance with the Product and Legislative requirements.
  • Updating Policy and Client information on internal CRM system, scanning and copying applications. Daily management of Compliance and AML checklist
  • Assist with the preparation of Client Financial Plans, Statements of Suitability, Client valuation and Review reports.
  • Dealing with customer correspondence and queries on an ongoing basis.
  • Ensure adherence to Regulatory Requirements throughout all duties.


 


Key Requirements:


  • 2+ year experience in a similar role.
  • Have a broad knowledge of financial products.
  • Understanding of documents required for regulatory purposes and how to structure same.
  • Be able to satisfy the Fitness and Probity requirements as required by the CBI.
  • Can demonstrate an ability to work enthusiastically, independently and to use initiative.
  • Possess excellent communication, telephone, analytical & organisational skills, with the ability to quickly build relationships.
  • Good organiser with attention to detail and proven ability to prioritise tasks and follow through on same.
  • Proficient in Microsoft Office package.
  • Salary/Package will be dependent on experience.

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At ICE Jobs, we have 50 years of experience in helping people to find the career that suits them best. With both permanent, temporary and contract jobs in Manufacturing, IT & Technology, Accounting, Finance, Sales, Marketing, Healthcare, Office Support, Engineering, Construction, Driving & Logistics, and Languages sectors – we are the go-to company to help you ascend your career ladder.

Beginning with a small team in Galway in the West of Ireland in 1972, ICE Jobs are now in a number of locations including Sligo, Limerick, Dublin in Ireland, and well as across the globe in Sydney, Australia.

The company motto is ‘We Change Lives’ - and that’s exactly what we aim to do - for both employees and employers. If you’re at the beginning of your career looking for direction on your path, or an established multinational looking for talented people, ICE Jobs are here to get you started.

With expert recruiters and a direct connection to in-house training partners, ICE Jobs has the answers to all your career questions.