- 经验
- 2-3岁
- 薪水
- —
- 职位空缺
- 1
- 发布
- 1周前
- 工作模式
- 在办公室
- 学历
- Degree in Business, Finance, or related discipline
- 恢复
- 需要申请
你的工作地点
职位描述
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