Overview
Existing Business Admin Jobs in Dublin, County Dublin, Ireland at Walfrid Private
Title: Existing Business Admin
Company: Walfrid Private
Location: Dublin, County Dublin, Ireland
Company Overview
Walfrid Private is a growing Wealth Management firm based in Ballymount, Dublin 12. We partner with Irish Company Directors, Business Owners and Entrepreneurs to help them reduce costs, reduce taxes and build long-term financial security. Our business is built on high-quality advice and exceptional execution.
Role Overview
We are seeking an Existing Business/Client Servicing Executive to join our team. This role focuses entirely on servicing existing clients — handling incoming queries, resolving issues and managing ongoing case work with precision and speed. You will be the first point of contact for client-related requests and responsible for ensuring queries are followed up and closed efficiently.
Key Responsibilities
- Act as the primary contact for incoming queries from existing clients
- Provide clear, accurate responses and aim for same-day turnaround
- Handle servicing tasks for life, pension and investment products including policy updates, amendments and fund switches
- Investigate and resolve client servicing issues by liaising with life companies and internal teams
- Prepare review documentation, policy summaries and updated valuations when required
- Maintain accurate records on the CRM and track progress on open cases
- Collaborate with Advisors, Paraplanners and Operations to support seamless execution
Skills & Experience Required
- 3–5 years’ experience in life, pension or investment administration in a brokerage or life company environment
- Strong working knowledge of life, pension and protection products available in the Irish market
- QFA qualification
- Excellent problem-solving skills
- Strong organisation skills and ability to manage multiple queries at once
Benefits
- Shorter working week with half day every Friday
- Company pension
- Income protection and death in service from day one
- 22 days annual leave plus your birthday off
- Ongoing professional development support
