Sales Support Administration Cork - Join SYS Financial
About the Role
SYS Financial is seeking a highly organised, detail-oriented, and proactive Sales Support Administrator to join our team in Cork. Reporting to the Sales Support Team Leader, the successful candidate will play a pivotal role in supporting our financial planners and ensuring the seamless execution of sales and administrative processes. This position is best suited to a motivated individual with excellent communication skills who thrives in a fast-paced, deadline driven environment.
We offer comprehensive training and are looking for someone who is available to start immediately.
If you are interested in this opportunity, please send your CV and cover letter to recruitment@sysfinancial.ie
Key Responsibilities:
- Provide first-class support to our Financial Planners.
- Assist with insurance and pension administration for an extensive client base.
- Regularly liaise with Life Assurance and Pension companies to manage client cases effectively.
- Review all documentation to ensure accuracy and compliance with contractual requirements.
- Utilise Customer Relationship Management (CRM) software to manage and maintain client data.
- Oversee new business pipeline administration and processes.
- Maintain and strengthen relationships with existing clients.
- Prepare and maintain client files and reports with precision.
- Collaborate closely with financial planners and other members of the sales support team.
- Manage office and boardroom bookings as needed.
- Ensure adherence to regulatory requirements and company policies.
- Respond to client and internal queries promptly and professionally.
- Perform general administrative duties as required.
Qualifications and Experience:
- Minimum of 2 years’ experience in an administrative role, preferably within a similar environment.
- Exceptional organisational skills and keen attention to detail.
- Experience working with CRM and data management systems.
- Proficiency in Microsoft Word and Excel.
- Strong verbal and written communication skills.
- Ability to work independently as well as collaboratively within a team.
- A proactive approach, with a willingness to learn and contribute innovative ideas.
- Knowledge of the financial services industry would be a distinct advantage.
About SYS Financial:
SYS Financial is a rapidly growing, full-service financial planning firm, dedicated to helping individuals and businesses achieve their financial goals. Next year, we will proudly celebrate our 10th anniversary. Our success is driven by our team of over 60 dedicated professionals who embody our core values: Collaboration, Integrity, Trust, Transparency, Quality, and above all, Respect.
Our services include:
- Protection
- Retirement Planning
- Retirement Fund Management
- Savings and Investments
- Public Sector Advisory
- Health Insurance Advisory
- Mortgages
How to Apply
To apply for the position of Sales Support Administrator, please send your CV and cover letter to:recruitment@sysfinancial.ie
Alternatively, you can reach us at our HQ, Nenagh office:
Address: Unit 21, Quintin's Way, Pearse Street, Nenagh, Co. Tipperary.
Phone: +353 67 57057
Website: www.sysfinancial.ie
