Job Description
We have an exciting opportunity for an Investment Management Assistant to join our Dublin team on a 12 month FTC.
As part of our investment team, you will support Investment Managers in preparing and implementing new client accounts, including ongoing maintenance.
Please let us know if you have any specific requirements for the interview. This is a full-time role and requires 4 days on-site at our Dublin office.
What will you do?
Support Investment Managers in coordinating account opening packs for new client onboarding and ongoing account maintenance.
Respond to client requests, such as providing tax data, and handle all associated client administration functions.
Assist Investment Managers in organizing meetings and preparing presentations, pitches, and reviews.
Ensure all work is completed according to procedures and standards, verifying accuracy.
Support business development through correct application of client processes.
Collaborate with internal teams, including Onboarding and Financial Planning services.
Prepare and implement client documents for clients and Investment Managers.
Communicate with accountants and clients regarding tax queries.
What do you need to succeed?
Must-have
Previous experience in financial services.
Intermediate proficiency in MS Word, Excel, and Outlook.
High attention to detail and accuracy.
Strong communication skills, both written and verbal.
Ability to prioritize tasks and meet deadlines.
Nice-to-have
A relevant degree qualification or equivalent.
What is in it for you?
We thrive on the challenge to be our best—progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reach our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses, flexible benefits, and competitive compensation.
Leaders who support your development through coaching and managing opportunities.
Opportunities to work with the best in the field.
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
A world-class training program in financial services.
Job Skills
Customer Service Management, Interpersonal Relationship Management, Office Tools, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, Teamwork
Location
1 SHELBOURNE ROAD, DUBLIN, Ireland
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