Financial Services Administrator

Job title: Financial Services Administrator

Company: Engage People


Job description: A trusted financial services firm is seeking a financial services administrator to join their expanding team. Become part of a collaborative, customer-focused team committed to maintaining the highest standards in service delivery, compliance, and data accuracy.The Role: what does the job involve?:

• Manage both digital and physical client documentation, ensuring all records are accurate and up to date.
• Upload and maintain client information using CRM systems and shared drives.
• Complete and review client application forms on behalf of Advisers to ensure accuracy and compliance.
• Manage new business applications in pensions, investments, and life assurance from submission to policy issuance.
• Perform initial quality checks on new business cases and ensure all required documentation is in place.
• Liaise with advisors, clients, and third parties via email and phone to provide updates, resolve queries, and support case progression.
• Provide excellent customer service and assist clients with accessing provider platforms.
• Support ongoing project work and adapt to changing business needs.
• Ensure all tasks comply with regulatory requirements, including AML, KYC, and data protection obligations.

The Candidate:Essential Skills & Experience:

• Strong interpersonal and communication skills (verbal and written).
• Highly proficient in Microsoft Office (Outlook, Word, Excel etc.).
• Excellent attention to detail with a thorough and organised approach.
• Proven ability to prioritise tasks and meet deadlines in a fast-paced environment.
• Ability to work independently and as part of a team.
• Willingness to develop new skills and undertake further training where necessary.
• Positive, flexible attitude with a commitment to continuous improvement.

Desirable:

• Previous experience in financial services or an administrative support role.
• Familiarity with CRM systems and regulatory environments (AML/KYC, Central Bank protocols)
• A track record of delivering excellent customer service and managing client relationships.

Why Work with Us?:

• Be part of a professional, supportive team where your work directly contributes to clients’ financial well-being.
• Competitive salary and benefits package.
• Ongoing training and career development opportunities.
• Work with a company that values integrity, transparency, and client-first service.

How to Apply:Get in touch with:Shauna O’Connor directly or apply with your CV.Meet Your Consultant

• Shauna O’Connor
• Recruitment Executive

LinksSpecialismsFind Us ‘South Point’, Herbert House, 11 Harmony Row, Dublin, D02 H270About UsWe are recruitment experts with a financial focus, asking better questions to enable you to pursue your dream move

Expected salary:

Location: Dublin

Job date: Sun, 20 Jul 2025 05:23:51 GMT

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