Financial Services Administrator - Morgan McKinley
  • Cork, Other, Ireland
  • via What Jobs
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Job Description

We are delighted to be working with a Cork based Financial Services provider in the recruitment of an experienced Financial Services Administrator to join their team. As a Financial Services Administrator, you'll play a pivotal role in ensuring their clients receive a high level of service throughout the course of their financial engagement with our client's company. Responsibilities & Attributes Creating client invoices. Providing accurate data and product knowledge to customers. Managing new business applications and ensuring these are processed in an accurate and timely manner. Ensuring effective communication with our Financial Services Advisors and Business Partners. Communicating with clients over the phone and email, keeping them updated on the progress of their applications. General financial services administration. Adhering to Company and Central Bank duties and responsibilities File Checking Requirements: APA/QFA Qualification a strong advantage. Have 1-2 years experience in a similar role. Have excellent interpersonal & communication skills. Have great attention to detail and the ability to multitask and prioritise tasks. Be proficient in excel & word. Skills: APA, QFA, pensions, insurance,

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