- 経験
- 2～3歳
- 給料
- —
- 求人情報
- 1
- 投稿済み
- 4時間前
- 作業モード
- 在任中
- 教育
- Degree in Business, Finance, or related discipline
- 再開する
- 応募必須
勤務地
仕事内容
About the Role
A prominent Irish wealth management and financial advisory firm is expanding its team and looking for a dedicated administrator. This role offers a valuable opportunity to provide support to financial advisers while gaining comprehensive experience across wealth management, pension schemes, and investment services.
Qualifications & Skills
- Holds a degree in Business, Finance, or related areas
- Possesses 2 to 3 years of relevant experience within financial advisory firms or life & pensions brokerage environments
- QFA accreditation considered a plus
- Familiarity with Anti-Money Laundering (AML) laws and regulatory compliance obligations
- Strong numerical aptitude with rigorous attention to detail
- Excellent communication skills, both verbal and written
- Capable of operating effectively both independently and within a team setting
Key Responsibilities
- Oversee the complete administration of client investment portfolios
- Assist with annual portfolio reviews and prepare necessary valuations
- Administer new business activities relating to pensions, protection policies, and investment products
- Coordinate with product providers to ensure timely application processing
- Engage with clients to update them about their portfolios and related application statuses
- Support advisers in adhering to regulatory and compliance standards