Portfolio Administration Specialist

3 days ago


Dublin, Dublin City, Ireland beBeeAdministration Full time €42,000 - €75,000

We are seeking a highly skilled Portfolio Administration Specialist to join our team in Dublin. This is an excellent opportunity for someone who is looking to develop their career in the Wealth Management space.

The successful candidate will be responsible for end-to-end administration of client portfolios, including annual portfolio reviews and valuations, as well as processing new business applications.

Responsibilities:
  • Client portfolio administration
  • Annual portfolio reviews and valuations
  • Processing new business applications
Requirements:
  • Bachelor's Degree in Business or Finance
  • A minimum of 2-3 years relevant experience in a similar role
  • Professional qualifications such as QFA preferred
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

This role offers the opportunity to work with a dynamic team and contribute to the success of our organization.



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