Job Description

Key responsibilities:

Administration

• Collate periodic valuation reports
• Produce ad hoc reports and collate documentation for client meetings
• Liaise with Investment Settlement Operations and Banking department on administrative matters e.g. stock transfers, corporate actions
• Deal with cash transfers and foreign exchange transactions for clients
• Assist in setting up new clients – collating personal details, stock history, bank details etc
• Collate and dispatch general documentation in the management of client affairs
• Create and maintain stock/client information on spreadsheets
• Assist in researching and resolving client queries
• Typing of general correspondence (including drafting of correspondence), reports, file notes, memos, emails and mail merges
• To help in administering the pre and post pension arrangements that we operate and a general (though not essential) understanding of pensions would be helpful.
• Liaise with Life Companies

Diary Management

• Arrange appointments, meetings and lunches
• Booking rooms
• Calling clients to confirm arrangements
• Dealing with travel arrangements

Compliance and Training

• Ensure familiarity and compliance with regulatory requirements
• Attend annual compliance briefing
• Attend internal/external seminars as appropriate
• Pass computer based test
• Ensure all necessary paperwork is stored using internal electronic system

Team Support

• Answer telephone
• Liaise with clients and their advisors
• Maintain client files
• Attend client meetings in an administrative capacity, where necessary

Key Competencies:

• Puts the client first and focuses on delivering the right solutions
• Delivers excellent service
• Trustworthy
• Integrity
• Sound Judgment
• Personal Leadership & Teamwork
• Embracing Change
• Communication

Required Knowledge, Skills, and Abilities

Strong English and Math grades (Irish Leaving Certificate). Degree desirable. Qualified Financial Advisor (QFA) qualification and/or willingness to take the QFA exams would be advantageous. Relevant experience in a similar role. High levels of numeracy. Excellent communication skills – written and verbal. Analytical skills – for investigating and researching problems. IT – clear understanding and ability to use Microsoft Office Suite. Compliance – knowledge of relevant regulations would be an advantage.