Financial Administrator

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 as Financial Administrator 

• 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 as Financial Administrator

• 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 salary
• Excellent pension scheme
• Hybrid working (once company is satisfied with candidate’s skill level)
• Education and development support

What’s Next

Apply now by clicking "Apply Now" or contact Eimear on 021-2359146/ ewalsh@sigmar.ie