Financial Administrator - PT About Your New Employer A financial planning practice in Cork City is looking for a financial administrator to help in the everyday running of the office as well as support the financial planning process.
About Your New Role Keep detailed records and complete administrative tasks such as paperwork and correspondence.Preparing notes and other requirements for client files.Managing paperwork flow from initial meeting stage through to the implementation stage.Prepare internal reports for the firm on agreed key measurements.Assist in the preparation and maintenance of financial plans and reports.Provide preliminary financial analysis and support in the creation of financial plans and strategies.Manage correspondence, filing systems, and ensure data confidentiality and security.Handle office supplies inventory and place orders as needed.Arrange weekly/monthly meetings, prepare presentations, and take minutes at meetings.What Do You Need Proven experience as an Office Administrator, Office Assistant, or similar role, with exposure to financial planning or paraplanning.Understanding of financial planning principles and paraplanning practices.Strong organizational, planning, and financial analytical skills.Excellent time management skills with the ability to prioritize work.Attention to detail and problem-solving abilities.Superior written and verbal communication skills.Proficiency in MS Office (MS Excel and MS PowerPoint, in particular) and financial planning software.Willing to be part of a team and critically on your own initiative.Strong ability for multi-tasking.Have the ability to manage own workload.Strong relationship building skills.Excellent typing skills.What's On Offer Competitive salaryExcellent pension schemeHybrid working (once company is satisfied with candidate's skill level)Education and development supportWhat's Next Apply now by clicking "Apply Now" or contact Marie on 021-4847133 / ******
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