Job description

Administrator/Sales Support-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.
• Assist with the preparation of Client Financial Plans, Statements of Suitability, Client valuation and Review reports.
• Dealing with customer correspondence and queries.
• Ensure adherence to Regulatory Requirements.
• Daily management of Compliance and AML checklist

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.
• Proficient in Microsoft Office package.
• Ability to work independently and to use initiative.
• Possess excellent communication, telephone & organisational skills.
• Excellent 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.

Job Type: Full-time

Salary: From €28,000.00 per year

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Donegal, County Donegal: reliably commute or plan to relocate before starting work (required)

Education:

• Leaving Certificate (preferred)

Experience:

• Administrative: 2 years (required)
• Financial Administration: 2 years (required)

Work Location: Remote

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