Administration Associate, Waterford

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.

Skills&Knowledge

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.

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