Southeast Mortgages & Financial Services, Gorey, County Wexford
Full-time, Permanent
Southeast Mortgages & Financial Services were established in 2013 and have quickly become one of the most successful financial services companies in the Southeast. We are growing fast and now is the chance to get in and be part of the excitement.
Job description
A superb opportunity exists within Southeast Mortgages & Financial Services for an Executive Assistant to join our team for the long term and the successful candidate will have genuine and unlimited scope for personal and professional development as well as being rewarded for their performance and professionalism. The role may suit a candidate with a mix of PA, office management and accounts experience who is looking to forge a career within the financial services space.
This role will provide PA and administrative support to the Managing Director. To act as first point of contact for both internal and external customers, always presenting a professional image of the Company. You will be a key member of the team ensuring the smooth day to day running of the business and provide first point of contact for service providers and clients. You will have the opportunity to work in a successful, dynamic business, using your creativity and initiative to improve the efficiency and effectiveness of our processes and building and maintaining excellent relationships throughout the business. There are genuine opportunities for career progression and development.
Key Responsibilities
Daily administrative and PA support to the Managing Director
Client liaison
Internal/ External communication / social media
Filing, correspondence, phone, e-mail, letters etc.
Marketing activities
Organisation of internal and external meetings and events
Interacting with other areas of the business to improve how we work.
Preparation of presentations and Ad hoc projects
Responsible for all aspects of administration involving HR, mortgages, pensions, investments, life assurance etc.
Processing of new business applications and dealing directly with the various companies to ensure these are processed in an accurate and timely manner.
Liaise with clients, maintaining records of correspondence on CRM system.
Responsible for all aspects of compliance and ensuring all client files are kept accurate and all relevant regulations are adhered to.
Assisting the Financial Advisors with any ad hoc administration duties.
General Administration duties. e.g., scanning, answering of telephones, post etc.
Any other duties as directed by your line manager.
Essential requirements:
QFA – or willingness to work towards same
A keen interest in mortgages, protection, pensions, and investments products
Excellent verbal and written communication skills
Enthusiastic team player, self-motivated & ability to work on own initiative.
Excellent knowledge of MS Office, including Excel, Word, and PowerPoint
2+ years Administration PA experience.
Able to challenge when appropriate.
Adaptable – comfortable with handling a range of tasks in a fast-moving, environment.
High level of discretion and confidentiality
Meticulous attention to detail, flexible and very well organised
Working as part of the wider team ensuring that cover is provided as required.
Expected start date: 1/4/21
Job Types: Full-time, Permanent
Salary: From €25,000.00 per year
Additional pay: Monthly Bonus and occasional overtime.
Schedule: Monday to Friday
Experience: administrative assistant/office manager: 2 years (Preferred)
