Osborne Recruitment are currently recruiting for a Client Services Administrator. This is a Hybrid role with 3 days on site and 2 working from home.
This is a full time permanent position based in Cork City. Salary: 35 to 40 K DOE
Hours: Monday to Friday 9:00 to 5:30 (flexible working hours can be arranged to so start anytime between 8.30 and finish at 4)
What you will get:
Hybrid Working arrangement
Up to 23 days Annual Leave
What you will do:
Client portfolio end-to end administration. This involves annual portfolio reviews and valuations, processing new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications. This applies to pre & post-retirement pension structures, protection benefits & investment portfolios.
Communicating with clients regarding their portfolios and new applications in an effective and timely manner.
Working with and supporting advisors in meeting regulatory compliance requirements.
What you will need:
BA (Hons) Degree within a Business or Finance related discipline.
A minimum of 2-3 years’ relevant experience within a similar role, preferably within a Financial Advisory firm or Life & Pensions Broker.
QFA qualified or progressing towards this qualification.
Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements.
For more information please apply through the link provided for the attention of Karen O'Brien, email email@example.com or call 086-1071917.
If you are interested in finding out more about the above role and would like to be considered other suitable roles that we may have available for your skill set – please attach your CV via the link provided Please submit your updated CV in Word Format #INDKBRIE #INDOSB1