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Administrative Support Specialist

2 weeks ago

Dublin, Dublin City, Ireland Recruit UK | Certified B Corp™ Full time

We are seeking a highly organized and detail-oriented Wealth Management Administrator to join our team. As a key member of our team, you will assist Investment Managers and Independent Financial Advisers (IFAs) with the management of intermediary client accounts.

About the Company

Recruit UK | Certified B Corp is a dynamic company that prides itself on providing a supportive and collaborative work environment. Our team members are passionate about delivering exceptional results and making a positive impact in the financial services industry.

This is an excellent opportunity for someone looking to grow their skills and progress within the wealth management industry. You will be responsible for preparing and implementing client documentation across all relevant parties, ensuring the accurate entry and maintenance of data within internal systems.

A strong desire to learn and develop your expertise in wealth management is essential for this role. If you are motivated, enthusiastic, and have a passion for delivering exceptional results, we want to hear from you

Key Requirements
  • Working towards, or having attained, a QFA or equivalent qualification.
  • Previous experience in an administrative role, ideally within financial services or a related industry.
  • Exceptional attention to detail with a focus on accuracy.
  • A strong desire to learn and develop your expertise in wealth management.