Job Description
General information
Reference
003980
Vacancy location
Location
Ireland, Waterford, Waterford
Work Place
Hybrid
Region
Europe
Vacancy details
Job Profile
Lockton - Experienced Professional
Title
Administration Associate
Description
The purpose of this role is to provide Administration & Sales Support to the Individual Financial Planning team across the People Solutions practice, managing queries/placements and ensuring services are coordinated and delivered effectively.
Key Tasks & Duties
- Understand client requirements and provide exceptional customer experience.
- Develop key, close working relationships and liaising with product providers on various issues.
- Deliver day to day servicing support to the financial planning team, supporting retention and development of business.
- Ensure compliance with regulatory guidelines and that procedures and internal controls are fully adhered to.
- Monitoring and reviewing the performance of daily pipeline, ensuring all workflow processes are implemented while ensuring all responsibilities are carried out in accordance with procedures.
- Assisting in the general day to day administration office tasks and various projects throughout the year.
- Co-ordinate the use of other Lockton specialist teams where required.
Candidate Profile
- Exceptional client relationship skills.
- Ability to manage time effectively focusing on priorities, targets and deadlines.
- Ability to promote and implement processes for improvement.
- Good critical thinker and able to distil complex issues down into clear, actionable recommendations.
- Demonstrate a desire to learn, a proactive approach and ability to research information.
- QFA Qualification and experience in operations ideally in a brokerage an advantage.
Custom section 3
Scheduled
Full Time Permanent
