Top Wealth Management Company in Dublin is looking for a candidate with Client Service and Administration experience who is looking to build a career in Financial Advisory.
Client Service Administrator
Salary – 35,000 Euro
Responsibilities:
1. Managing both physical and digital client documentation to ensure all information is up to date.
2. Updating information via Wealth Track or IO, our Client Relationship Management (CRM) systems, in addition to the Share Drive including, but not limited to:
1. Uploading documentation in a timely manner.
2. Reviewing where appropriate, and carefully monitoring activity levels.
3. Completing client application forms on behalf of Advisers to ensure that all necessary information is captured correctly.
4. Effective case management from new business applications in pensions, investments and life assurance utilising the IO system and other available reporting tools, to when the policy is issued.
5. Carry out initial new business case checking to ensure applications are fully up to date and completed accurately.
6. Liaising closely via email and the phone with Advisers and other teams within the Company, as well as a variety of 3rd parties.
7. General administrative duties including, but not limited to, scanning, photocopying and filing.
8. Collaborate and engage with the Compliance Manager to ensure all investment related information provided to our clients is accurate and fully up to date.
9. Adhere to all compliance obligations when processing new business cases including, but not limited to, AML and KYC protocols and administration in line with the Central Bank of Ireland obligations.
10. Keep abreast of the regulatory environment, data protection and the role of the Central Bank of Ireland.
11. Involvement in current and future project work.
12. Act at all times in a professional and ethical manner.
13. Assist with other operational duties within the Company as required.
About the job
Contract Type: FULL_TIME
Focus: Insurance
Workplace Type: Hybrid
Experience Level: Entry Level
Location: Dublin City Centre
Industry: Financial Services
Salary: €30,000 - €35,000 per annum
Job Reference: 22NEH0-ADB1D006
Date posted: 13 February 2025
Consultant: Darragh O'Boyle
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