ES Talent Management is proud to be partnering with a prestigious private wealth advisory firm based in South Dublin.
This is a fantastic opportunity for an ambitious individual looking to break into the wealth management sector. The ideal candidate will be eager to learn, driven to succeed, and passionate about building a long-term career—ultimately progressing into an advisory role in the future.
The Role
· Provide Administration Support to the CEO, this, involves inbox diary management, booking meetings and travel (flights
· Management of existing Client Database· Initial contact point for new business enquiries
· Meet Clients on arrival for client meetings
· Liaising with platform and investment partners
Skills, Knowledge and Expertise:
· 3-5 years previous experience working in an administrative role, preferably in a Financial Services role.
· The ability to meet deadlines in a fast-moving environment
· Work well under pressure, with strong attention to detail, and ability to multi-task
· Strong technical skills with excellent knowledge of MS Word, Excel & Outlook, use of CRM systems (salesforce)Calendly (AI)
· Excellent Communications and Customer Service Skills.
· Customer-focused and driven.
· Team player with attention to detail and an ability to work on their own initiative.
· This role provides an ideal opportunity to develop a successful career in the wealth advisory industr
y.
The Company will provide:
· Full Training / Support for QFA exams.
· Career path and progression opportunities.
Completive salary and benefits