Office Administrator & Agents Coordinator - position no. 1658

About the Company

IBI is one of Israel’s leading and most innovative investment houses, providing a wide range of financial services including portfolio management, brokerage, mutual funds, and investment banking. With a strong emphasis on professionalism, innovation, and client service, IBI is a trusted partner for both individual and institutional investors.

Responsibilities:

Provide ongoing support and assistance to agents and distributors.

Handle agreements, approvals, forms, and administrative documentation.

Prepare and generate monthly and quarterly reports.

Manage calendars and coordinate meetings for sales team members and managers.

Work closely with internal and external stakeholders across the organization.

Support operational and administrative processes within the sales division.

Maintain and update data in Salesforce CRM.

Serve as a key point of contact and provide administrative support to the department management.

Qualifications:

Previous administrative and/or operational experience- required.

Experience within a financial organization - an advantage.

Strong proficiency in Excel.

Familiarity with Salesforce - an advantage.

Excellent organizational and multitasking skills.

Strong attention to detail and accuracy.

High level of service orientation and interpersonal skills.

Ability to work independently and manage multiple priorities in a fast-paced environment.

Core Skills:

Excellent communication and interpersonal skills.

Strong organizational abilities and attention to detail.

Service-oriented mindset.

Ability to work independently and take initiative.

Ability to work under pressure and manage multiple tasks simultaneously.

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