Life and Pensions Administrator | Dublin | Hybrid
An award-winning provider of investment and pensions advice in Ireland are hiring a Life and Pension Administrator, they empower individuals and companies to control their finances through technology, open pricing, and clear communication. Serving some of the most recognized companies in the Irish market, they pride themselves on delivering superior service and products.
Key Responsibilities:
- Manage inbound telephone, email, and web enquiries
- Prepare reports and Statements of Suitability for corporate and personal clients
- Process client applications and manage new business pipeline
- Administer group pension and benefits schemes
- Ensure client enquiries are handled within agreed service levels
- Allocate new enquiries to financial advisory team members
- Maintain up-to-date records on their CRM systems and ensure all compliance requirements are met
- Handle day-to-day office administration activities
- Perform other duties as the business requires
Skills and Experience:
- Minimum 3 years of life and pensions administrative experience
- Excellent client relationship and customer service skills
- Ability to work independently and proactively anticipate client and team needs
- Effective time management and decision-making skills
- Diligent follow-up skills to manage client requirements and new business applications
- Strong Microsoft Office skills
- Excellent written and oral communication skills
- Relentless attention to detail
- APA/QFA desirable but not essential
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.
