Administration Associate

Job description

General information Reference: 003980 Vacancy location: Location: Ireland, Waterford, Waterford: Work Place: Hybrid: Region: Europe: Vacancy details: Job Profile: Lockton - Experienced Professional: Title: Administration Associate Description: 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 throu...