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.