Please login/register to apply for this job.

Client Administrator

BlueWhitney Full-Time  Anywhere 14 Nov 2017

Job Description


Responsible:

  • Dealing with the day-to-day generic Administrative duties – telephone as well as via email related to the designated region
  • Liaise with relevant overseas offices on any emails/issues that may arise
  • Liaise and handle any urgent queries concerning institutions
  • Inputting data for business received as well as the received and issued figures
  • Liaising with consultants on any discrepancies that may arise between received and reported figures
  • Track and chase any outstanding documentation
  • Updating and maintaining the database ensuring all relevant information is inputted depending on the type of business received
  • Process COA (Change of advisor) forms
  • Handle stationery orders for the relevant offices
  • Request and update clients list on a monthly basis
  • Handle transfer location sheets as well as their files to the relevant local department
  • Liaising with Area Managers in order to ensure file checking is done accurately
  • Process any valuations as and when requested
  • Request illustrations on behalf of the consultants
  • Updating commission structure and schedule accordingly
  • Dealing with couriers as and when requested
  • Ensure that business received adheres to basic compliance regulations which are required in order to process business smoothly
  • Liaise with the HR department should any movement within the staff occurs such as a new coordinator servicing a consultant
  • Utilise the (CWS) Contacts Washing System as efficiently as possible
  • Generate reports as and when requested by the management which include but are not limited to: o Issued & Received o NTU (Not Take up) & Platforms o Reported Vs. Received o Rolling Commissions
  • Train any new recruits should the need arise
  • The support of other colleagues’ within the department as and when required
  • Handle and manage any ad-hoc projects that may crop up as and when requested by the management These duties and responsibilities may be amended from time to time at the sole discretion of the Employer, subject to formal notification being provided to the

Competencies:

  • Patience
  • Polite manner on the phone whilst maintaining confidence and being persevering when required
  • Confident, be efficient, organized and diligent
  • Respect confidentiality
  • Attention to detail and willing to learn
  • Demonstrate a pro-active and positive approach to work
  • Time management skills
  • Ability to work alone as well as part of a team
  • Able to work under pressure and prioritise work accordingly
  • Excellent communication skills and command of the English Language Required/Desirable

Qualifications/Experience:

  • Previous experience in a telephone based role, customer service and/or administration is a must
  • Exposure and/or experience with Pension products considered an asset
  • Sound knowledge of MS Office applications
  • Minimum level of education is “A” Level education and/or diploma level. Degree level of education would be considered an asset, however not considered a main prerequisite
If you would like to apply, please register and use the "Apply Online" below. Registration only takes 5 seconds.

Revise Your C.V

Before applying, are you sure you don't want to revise your C.V and Cover Letter or get a new C.V. template? A professional C.V. and Cover letter can increase your chances in securing a job interview.

Read More
use coupon: mjsumo and get €5 off! service offered via sumoresumes.com


Work From Home

While waiting for a job offer why not check out Spotlancer.com

With Spotlancer you can offer your digital services online. Content writing, graphic design, web design are amongst the services you can offer and earn money working remotly.

Join NOW


Learn New Skills

Browse our online course section with over 20+ topics to choose from

READ MORE


Professional and Creative Resume Templates
87 total views, 9 today Print Job