Administrator (Part Time) - Sugar Island Finance
1 week ago
We're looking for an Administrator to join one of our well-established and highly regarded financial advisory firms, **Sugar Island Finance**, based in Newry, Northern Ireland.
- As Protection Administrator, you'll be responsible for providing comprehensive administrative support to financial advisers, preparing and managing client documentation and ensuring accuracy and compliance throughout the organisation.
- Ideally, you'll bring some experience gained from within the Financial Services industry along with bag of enthusiasm, organisational skills and an eye for detail.
**This is a part-time hybrid position offering around 20 hours per week, with flexibility.**
**Your working day will involve**:
- Supporting Financial Advisers with all administrative tasks.
- Preparation of new client packs.
- Communicating with clients, assisting them in preparing a complete set of documents.
- Conducting review checks and liaising with clients for any missing or additional information
- General administrative duties such as filing, photocopying, scanning, and posting documentation.
- Providing regular updates to clients, ensuring all important information is communicated clearly.
- Inputting data into CRM and Excel spreadsheets.
- Participate in regular training, team meetings, and celebrate successes while addressing areas for improvement.
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