Financial Admin - QFA - Cork
About Your New Employer:
Your new employer is a well-established Wealth Management business looking for you as their new Client Services Executive to join their team in Cork. If you are QFA qualified, have experience in a similar role and looking for a company to help you progress in your career, this is the opportunity for you.
About Your New Job – Your job duties:
- Client portfolio end-to end administration
- Annual portfolio reviews and valuations
- Managing pension, investments and life assurance applications
- Updating clients via phone and email on their application processes
- Conducting general finance administration
- Communicating with clients regarding their portfolios and new applications in an effective and timely manner
- Working with and supporting advisers in meeting regulatory compliance requirements
What Skills You Need:
• Must be QFA qualified
• Minimum 2 years’ experience in a similar role
• Strong communication skills and attention to detail
• Excellent proficiency in Excel and other Microsoft applications
What’s on Offer
• Starting at €35k-40k+ DOE
• Pension & Life Assurance
• Career advancement opportunities
What’s Next
• Apply now by clicking the “Apply Now" button or contact me, Marie O’Driscoll at modriscoll@sigmar.ie/021-4847133
