Junior Office Administrator – 6-month temporary contract
Duties under the role will include:
- General administration duties
- Greet and assist new and existing clients and visitors
- Answer incoming calls, redirecting and taking & forwarding message
- Dealing with standard administration request within agreed service turnaround times
- Provide administrative support to the Financial Planning team
- Assisting the team in delivering a high quality and effective service to our clients
- Manage incoming emails and daily post
- Assisting with key tasks to ensure smooth running of the admin area
- Assisting in achieving the overall objectives of the team
- Tasks or projects may be given on an ad hoc basis by the Front office Manager
- Monitor the cleaning & general office upkeep
- Monitor & replenishing stationary & office supplies & Manage petty cash
Key Competencies:
- Minimum 1-year experience in a similar role
- Excellent telephone manner
- Experience with MS Office
- Professional presentation
- Interest in the Financial Services industry
- Knowledge of Wealthtrack CRM system would be an advantage but not essential
- Candidate will need to ensure strict adherence to regulatory requirements
- Be goal oriented and ready to take personal responsibility for supporting the team members in the office
- Organised and able to work on their own initiative as well as part of a team
- Flexible, can do attitude and friendly manner
- QFA would be ideal but not a necessity.
If you are interested to working in a fast paced office that is devoted to getting the best outcomes for our clients then please send your CV to Sue@prosperous.ie