Business Administrator (Part- Time)

Recruiting a Part Time Business Administrator to join our talented team!

We are currently recruiting for a position in our Cork office at Phoenix House, Monahan Road, Cork. This role involves providing key support to our team.

The role involves minimum of 20 hours per week. A competitive package is on offer for the right candidate, recognizing the level of experience that the individual will bring to the role.

Responsibilities:

• New business processing from inception to completion stage.
• Management of business pipelines using the latest digital Relationship Management system.
• Liaising with insurance and investment companies in processing business pipelines.
• Preparing policy schedule reports (for annual reviews and pre planning meetings).
• Monitoring compliance documents required for all transactions.
• Compiling documentation required for planning meetings with clients.
• Working closely with the Sales Team to provide a high level of service to new and existing individual clients.
• Strong working knowledge of MS Office package, in particular Excel, Word, PowerPoint.
• Be familiar with Google Drive and MS Outlook for email.
• High levels of accuracy and attention to detail.
• Be interested in helping our clients and dealing with people.
• Good telephone manner and letter writing skills essential.
• Be well organized, capable of working to tight deadlines, and have an ability to work independently.

Experience of working in financial services and relevant qualifications would be a distinct advantage. Furthermore, being familiar with Moneyadvice CRM and Voyant software would be ideal.