Administration Associate
Share
Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
General information
Reference
003980Location
Ireland Waterford Waterford
Work Place
Hybrid
Region
Europe
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
Required Experience:
IC
Key Skills
- Active Directory Administration
- Anti Money Laundering
- Lotus Notes
- Aircraft Operations
- ABB
- Agricultural
About Company
The quality of your solicitors professional indemnity insurance underpins your integrity and reputation among your clients. As a regulatory requirement, it is critical that your cover performs effectively for you and your practice. Our dedicated and knowledgeable team is committed to ... View more
