Part-Time Assistant to Managing Director – Life and Pensions Brokerage

Gillmor Pensions and Investments

Part Time


Position: Part-Time Assistant to Managing Director – Life and Pensions Brokerage
Company: Gillmor Pensions and Investments
Location: Blackrock
Contact: Stephen Gillmor
Contact Email: stephen@gillmor.ie
Date Posted: 26th January 2024

Job Specification:

About Us:

Gillmor Pensions and Investments is a reputable life and pensions brokerage committed to providing exceptional financial solutions to our clients. We are currently seeking a dynamic and organized Part-Time Assistant to support the managing director in ensuring the smooth operation of our brokerage.

Job Responsibilities:

  1. Administrative Support:
  • Provide administrative assistance to the Manager, including managing schedules, appointments.
  • Prepare and edit documents, reports, and presentations as needed.
  • Handle general correspondence and communication on behalf of the Manager.
  1. Client Interaction:
  • Act as a point of contact for clients, ensuring a professional and positive experience.
  • Assist in managing client inquiries, and ensuring timely responses.
  1. Data Management:
  • Maintain accurate and organized records, databases, and filing systems.
  • Assist in data entry and management of client information, policies, and transactions.
  1. Meeting Coordination:
  • Schedule, coordinate, and prepare materials for meetings, both internal and external.
  • Attend meetings as required, taking minutes and following up on action items.
  1. Collaboration:
  • Collaborate with various companies to facilitate effective communication and workflow.
  • Liaise with team members to ensure projects and tasks are progressing according to deadlines.

Qualifications:

  • Previous experience in administrative or assistant roles preferred.
  • Excellent organizational and time-management skills.
  • Strong communication skills, both written and verbal.
  • Proficient in Microsoft Office Suite and other relevant software applications.
  • Ideally familiar with Wealthtrack CRM or similar.
  • Ability to handle confidential information with discretion.
  • Knowledge and interest in the life and pensions brokerage is required.
  • QFA is a plus but not essential.

How to Apply:

Please submit your CV and cover letter detailing your relevant experience to stephen@gillmor.ie

Gillmor Life and Pensions is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.

Application Deadline: 9th February 2024

Note: The above job description is a general overview of the responsibilities and qualifications required for the position. Specific duties may evolve over time based on business needs.


Please respond with your Curriculum Vitae, in the strictest confidence, to:

Stephen Gillmor
Gillmor Pensions and Investments
39 Woodbine Road,
Booterstown,
Blackrock
A94 PX02
stephen@gillmor.ie


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