Financial Services Admin: Client & File Management (On-site)

freedom from debt coalition; Kanturk; On-site; EUR 30,000 - 42,000; Full time

Benefits offered by this job

Occupational Pension Scheme

Aviva Care

Death in Service

EAP programme

Income Protection

Bike to work

Employee assistance program

Company events

Additional leave

Job summary

FDC Financial Services in Kanturk, Co. Cork, is recruiting for a full-time Business Administrator to join our team.

The role provides administrative and operational support to a Financial Consultant, with responsibilities spanning client file management, data accuracy, and compliance, in a busy financial services environment. You will work closely with the consultant, handle calls and correspondence, manage diaries and records, and help prepare reports, quotes, and reviews while leveraging local

Qualifications

• Previous experience in administrative or similar role within financial services or regulated environment.

Responsibilities

• Work closely with the Financial Consultant on client file management.
• End to end client file and case management.
• Call handling (inbound and outbound).
• Diary, phone and email management.
• Effective client data management for all project needs.
• Processing and overseeing new business applications.
• Ability to service queries on new and existing business.
• Manage relationships with product providers, underwriters and clients.
• Ensuring compliance, accuracy, and timeliness in all documentation and processes.
• Preparation of reports, quotes and file reviews.
• Maintain up-to-date and accurate customer records and databases.
• Address additional administrative or clerical duties as they arise.
• Utilise knowledge of the local area to enhance customer interactions and support business activities.

Skills

Administrative experience

Microsoft 365

Attention to detail

Communication skills

Team player

Job description

FDC Financial Services in Kanturk, Co. Cork, is recruiting for a full-time Business Administrator to join our team.

The role provides administrative and operational support to a Financial Consultant, with responsibilities spanning client file management, data accuracy, and compliance, in a busy financial services environment. You will work closely with the consultant, handle calls and correspondence, manage diaries and records, and help prepare reports, quotes, and reviews while leveraging local